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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | St Pete | FL | 03/2007 | Present |
| Union Investment Services | Harrisonburg | VA | 03/2007 | 05/2019 |
| Raymond James Financial Services Advisors Inc. | Harrisonburg | VA | 10/2009 | Present |
| Union Bank & Trust | Harrisonburg | VA | 12/2014 | 05/2019 |
| Atlantic Union Bank | Harrisonburg | VA | 05/2019 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 440 S Main St, Harrisonburg, VA, 22801, United States Activity Type: Support Company - Non Owner Position/Title: Other 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-28 |
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