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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-11 |
| VA | RA | APPROVED | 2010-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Henrico | VA | 01/2010 | Present |
| Raymond James Financial Services Advisors Inc. | Henrico | VA | 01/2010 | Present |
| Union First Market Bank | Henrico | VA | 01/2010 | 05/2019 |
| Union Investment Services | Henrico | VA | 04/2014 | 05/2019 |
| Union Bank And Trust | Henrico | VA | 11/2012 | 05/2017 |
| N/A | Powhatan | VA | 07/2016 | 01/2019 |
| Union Investment Services | Henrico | VA | 05/2017 | 05/2019 |
| Union Bank And Trust | Henrico | VA | 08/2015 | 10/2019 |
| Atlantic Union Bank | Glen Allen | VA | 05/2019 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 4300 Cox Rd, Glen Allen, VA, 23060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Ronald McDonald House Charities - Richmond Address: 2330 Monument Avenue, Richmond, VA, 23220, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member, Executive Member Investment Related: Yes Start Date: 12/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serving as Treasurer for 2 year term 2026-2027 as part of a two year scheduled progression to move from from secretary to treasurer to VP to President. \n\nServe as Executive Board Member as Treasurer to support the Ronald McDonald House mission in Richmond to serve families and keep them close while their children are treated in the local hospitals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-11 |
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