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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-26 |
| NC | RA | APPROVED | 2020-02-16 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Raleigh | NC | 11/2010 | 01/2020 |
| Bb&T Securities, Llc | Raleigh | NC | 01/2013 | 01/2020 |
| Townebank | Raleigh | NC | 01/2020 | Present |
| Raymond James Financial Services, Inc. | Raleigh | NC | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Raleigh | NC | 01/2020 | Present |
(1)Name of Business: Southern Order Memorial Foundation Address: 1403 Nottingham Rd, Raleigh, NC, 27607, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - President Investment Related: Yes Start Date: 01/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: board member and current President (2)Name of Business: The Bray Harris Group Address: 7100 Falls of Neuse, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 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: The Bray-Harris Group Address: 3535 Glenwood Ave, Raleigh, NC, 27612, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 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 - team name with my business partner. (4)Name of Business: Towne Wealth Management Address: 3535 Glenwood Ave, Raleigh, NC, 27612, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 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. (5)Name of Business: Towne Wealth Management Address: 7100 Falls of Neuse, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 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 (6)Name of Business: TowneBank Address: 7100 Falls of Neuse, Raleigh, NC, 27615, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 01/17/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: no bank responsibilities. FID Bank employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-23 |
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