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CRD 110746
VIRGINIA BEACH, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-08-31 (filing); first seen by DFX 2026-09-15.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| REGINALD CURTIS CORINALDI | n/a | VA BEACH, VA | 29 | 42 | n/a | yes |
| ARCHIE RAY MEGGINSON | Certified Financial Planner | VA BEACH, VA | 29 | 47 | n/a | yes |
| CHARLES FREDERICK JENKS | Certified Financial Planner|Chartered Financial Consultant | NEWPORT NEWS, VA | 29 | 40 | n/a | yes |
| RICHARD LEE PUGH | Certified Financial Planner | JACKSONVILLE, NC | 29 | 33 | n/a | yes |
| EUGENE JOSEPH CARRACINO | Certified Financial Planner | VIRGINIA BEACH, VA | VA BEACH, VA | 29 | 33 | n/a | yes |
| JOHN THOMAS ORLANDO | Certified Financial Planner | Virginia Beach, VA | 29 | 30 | n/a | yes |
| RICHARD DUNCAN WOODALL | Chartered Financial Consultant | VA BEACH, VA | 28 | 45 | n/a | yes |
| CHRISTOPHER MICHAEL RYAN | n/a | Virginia Beach, VA | 26 | 27 | n/a | yes |
| FREDERICK AUGUST CONTI | n/a | Naples, FL | VIRGINIA BEACH, VA | 26 | 27 | n/a | yes |
| CHARLES RONALD MCKINNEY | n/a | VA BEACH, VA | 25 | 26 | n/a | yes |
| ENRIQUE L. TOMEU | Certified Financial Planner | VIRGINIA BEACH, VA | 23 | 26 | 1 | yes |
| MARY SWANSON DILLON | Certified Financial Planner | VIRGINIA BEACH, VA | 23 | 39 | 1 | yes |
| WILLIAM KEVIN STEWART | n/a | VIRGINIA BEACH, VA | 22 | 29 | n/a | yes |
| JESSICA JENKS HARRIS | n/a | NEWPORT NEWS, VA | 21 | 22 | n/a | yes |
| KEVIN JOHN JOYCE | Chartered Financial Consultant | NEWPORT NEWS, VA | 13 | 14 | n/a | yes |
| Susan Parker Shum | n/a | VIRGINIA BEACH, VA | 7 | 11 | n/a | no |
| Brittany Ann McCormick | Certified Financial Planner | VIRGINIA BEACH, VA | 6 | 11 | n/a | yes |
| Tyler Elliott Neese | Certified Financial Planner | VIRGINIA BEACH, VA | 5 | 13 | 1 | yes |
| Samuel Thomas Watson | n/a | VIRGINIA BEACH, VA | 5 | 16 | n/a | yes |
| Matthew Robert Farrell | n/a | VIRGINIA BEACH, VA | 5 | 13 | n/a | yes |
| Kristy Eley DeJarnette | n/a | VIRGINIA BEACH, VA | 3 | 19 | n/a | no |
| Kelly Powell Taylor | n/a | VIRGINIA BEACH, VA | 3 | 10 | n/a | yes |
| Denise Ann Setzer | n/a | VIRGINIA BEACH, VA | 3 | 11 | n/a | yes |
| Glenn Scott Schwalje | n/a | VIRGINIA BEACH, VA | Darien, IL | 2 | 32 | 10 | yes |
| RaeAnn Orlando Watson | n/a | VIRGINIA BEACH, VA | 2 | 10 | n/a | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| CORINALDI, REGINALD, CURTIS | Treasurer | Na | yes | 05/1997 | Sep 4, 2026 | Sep 4, 2026 |
| JENKS, CHARLES, FREDERICK | SENIOR VICE PRESIDENT | Na | yes | 05/1997 | Sep 4, 2026 | Sep 4, 2026 |
| MEGGINSON, ARCHIE, RAY | Secretary | Na | yes | 05/1997 | Sep 4, 2026 | Sep 4, 2026 |
| ORLANDO, JOHN, THOMAS | President | Na | yes | 01/2012 | Sep 4, 2026 | Sep 4, 2026 |
| WOODALL, RICHARD, DUNCAN | EXECUTIVE VICE PRESIDENT | Na | yes | 05/1997 | Sep 4, 2026 | Sep 4, 2026 |
| BLACHURA, GAYLE, ELIZABETH | VICE PRESIDENT | Na | yes | 02/2014 | Mar 12, 2014 | Sep 30, 2024 |
| BLACHURA, GAYLE, ELIZABETH | Partner | F | yes | 02/2014 | Mar 12, 2014 | Sep 30, 2024 |
| CORINALDI, REGINALD, CURTIS | Partner | F | yes | 12/2003 | Mar 2, 2012 | Sep 30, 2024 |
| JENKS, CHARLES, FREDERICK | Partner | F | yes | 12/2003 | Mar 2, 2012 | Sep 30, 2024 |
| MEGGINSON, ARCHIE, RAY | Partner | F | yes | 12/2003 | Mar 2, 2012 | Sep 30, 2024 |
| ORLANDO, JOHN, THOMAS | Partner | F | yes | 12/2003 | Mar 2, 2012 | Sep 30, 2024 |
| WOODALL, RICHARD, DUNCAN | Partner | F | yes | 12/2003 | Mar 2, 2012 | Sep 30, 2024 |
| DeJarnette, Kristy | CHIEF OPERATIONS OFFICER | Na | no | 08/2022 | Sep 4, 2026 | Sep 4, 2026 |
| FINANCIAL SECURITY COMPANIES, LLC | Owner | E | no | 12/2003 | Sep 4, 2026 | Sep 4, 2026 |
| Taylor, Kelly, Powell | CHIEF COMPLIANCE OFFICER | Na | no | 03/2026 | Sep 4, 2026 | Sep 4, 2026 |
| Schwalje, Glenn, Scott | CHIEF COMPLIANCE OFFICER | Na | no | 01/2024 | Jan 18, 2024 | Sep 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FINANCIAL SECURITY MANAGEMENT, INCORPORATED | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Jupiter | FL | United States | 2 | yes |
| NEWPORT NEWS | Va | United States | 2 | yes |
| NEWPORT NEWS | Va | United States | 2 | yes |
| VIRGINIA BEACH | Va | United States | 2 | yes |
| Jacksonville | Nc | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 19, 2026 | $1.7B | $1.7B | 43 | 43 | 5 | n/a | n/a |
| 2024 | Sep 30, 2024 | $1.6B | $1.6B | 41 | 41 | 5 | n/a | n/a |
| 2023 | Sep 28, 2023 | $1.3B | $1.3B | 45 | 45 | 6 | n/a | n/a |
| 2022 | Sep 14, 2022 | $1.1B | $1.1B | 32 | 24 | 5 | n/a | n/a |
| 2021 | Oct 1, 2021 | $1.2B | $1.2B | 29 | 27 | 5 | n/a | n/a |
| 2020 | Sep 3, 2020 | $946M | $946M | 29 | 27 | 5 | n/a | n/a |
| 2019 | Sep 30, 2019 | $816M | $816M | 30 | 18 | 5 | n/a | n/a |
| 2018 | Sep 28, 2018 | $771M | $771M | 30 | 18 | 5 | n/a | n/a |
| 2017 | Sep 21, 2017 | $724M | $724M | 30 | 18 | n/a | n/a | n/a |
| 2016 | Sep 30, 2016 | $620M | $620M | 29 | 17 | n/a | n/a | n/a |
| 2015 | Sep 29, 2015 | $547M | $547M | 6 | 5 | n/a | n/a | n/a |
| 2014 | Sep 26, 2014 | $557M | $557M | 6 | 5 | n/a | n/a | n/a |
| 2013 | Sep 27, 2013 | $490M | $490M | 6 | 4 | n/a | n/a | n/a |
| 2012 | Aug 27, 2012 | $410M | $410M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 7 | -7 | 23.3% | 0 | 6 | 0 | 1 | 7 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.9B | $1.6B | 23.9% | $1.1B | 20.2% | 37 | 41 | 5 | 5 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 6 | Aug 31, 2026 | Sep 1, 2026 | VIRGINIA BEACH, VA | Team lift out | RIA to ibd | 17.1% |