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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-22 |
| VA | RA | APPROVED | 2019-11-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fildelity Investments | Atlanta | GA | 12/2015 | 01/2018 |
| Unemployed | Richmond | VA | 01/2018 | 11/2019 |
| Middleburg Financial | Glen Allen | VA | 11/2019 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Glen Allen | VA | 11/2019 | Present |
| Raymond James Financial Services, Inc. | Glen Allen | VA | 11/2019 | Present |
| Atlantic Union Bank | Glen Allen | VA | 12/2019 | 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: 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: 81+ Description of duties: Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-03 |
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