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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-24 |
| VA | RA | APPROVED | 2017-10-06 |
Branch Locations
2101 Parks Aveneue Suite 801, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Virginia Beach | VA | 02/2009 | 10/2017 |
| Bb&T Securities, Llc | Virginia Beach | VA | 01/2013 | 10/2017 |
| Townebank | Virginia Beach | VA | 10/2017 | Present |
| Raymond James Financial Services, Inc | Vriginia Beach | VA | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Virginia Beach | VA | 10/2017 | Present |
(1)Name of Business: Cape Henry Collegiate Address: 1320 Mill Dam Road, Virginia Beach, VA, 23454, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 08/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board of Trustees (2)Name of Business: The Whitmore Group Address: 2101 Parks Ave Ste 801, Virginia Beach, VA, 23451-4160, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/15/2025 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 - RJ team name (3)Name of Business: Towne Wealth Management Address: 2101 Parks Avenue Suite 801, Virginia Beach, VA, 23451, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/26/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None; FID BANK BRAND/LOGO/DBA (4)Name of Business: TowneBank Address: 2101 Parks Avenue Suite 801, Virginia Beach, VA, 23451, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/06/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FID Bank Employee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-26 |
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