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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-07 |
| VA | RA | APPROVED | 2016-06-16 |
Branch Locations
800 East Canal Street Suite 700, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Richmond | VA | 05/2016 | Present |
| Townebank | Richmond | VA | 06/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Richmond | VA | 06/2016 | Present |
(1)Name of Business: Buckley, Linda E. - Relationship Address: 11851 Wexwood Drive, North Chesterfield, VA, 23236, United States Activity Type: Control Person Position/Title: Executor (Acting), Successor trustee (Acting) Investment Related: Yes Start Date: 04/26/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Related to the death of my mother Linda E. Buckley on 04/25/2026 - Executor: I am the named executor in her Last Will And Testament dated 09/17/2024; Successor Trustee: I am the named successor trustee of "The Linda E. Buckley Revocable Trust" agreement dated 09/17/2024 (now "The Linda E. Buckley Irrevocable Trust"). Executor role may not be necessary if given her estate planning and related asset retitling, etc. there is no probate estate. I will be in these roles until her affairs are settled. (2)Name of Business: Quill Private Wealth Address: 800 E Canal St Ste 700, Richmond, VA, 23219-3956, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None, brand name for team (3)Name of Business: Towne Wealth Management Address: 800 East Canal Street, Suite 700, Richmond, VA, 23219, 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-21 |
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