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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scentsy Fragrance | Yorktown | VA | 07/2014 | 02/2018 |
| Raymond James Financial Services | Newport News | VA | 06/2007 | Present |
| Towne Investment Group | Williamsburg | VA | 10/2011 | Present |
| Townebank | Williamsburg | VA | 06/2007 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 11/2014 | Present |
| Towne Wealth Management | Williamsburg | VA | 11/2019 | Present |
(1)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities; FID Bank's investment division DBA/brand name (2)Name of Business: TowneBank Address: 5216 Monticello Ave; Williamsburg, VA 23188, Williamsburg, VA, 23188, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 06/01/2007 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Registered Sales Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-30 |
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