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Mitchell Paul York

Atlantic Union Municipal Advisors, Inc

Glen Allen, VA

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Current Employers
Atlantic Union Municipal Advisors, Inc

4300 Cox Road, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-02-01
  • VA RA
    APPROVED
    Since 2024-02-01

Branch Locations

4300 Cox Road, Glen Allen, VA 23060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edelman Financial Services Llc Fairfax VA 05/2013 11/2018
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2018
Financial Engines Advisors L.L.C. Sunnyvale CA 11/2018 01/2020
Unemployed Richmond VA 02/2020 10/2020
Concord Wealth Partners Abingdon VA 10/2020 10/2022
Atlantic Union Bank Glenn Allen VA 10/2022 Present
  • 05/2013 → 11/2018
    Edelman Financial Services Llc
    Fairfax, VA
  • 04/2016 → 10/2018
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2018 → 01/2020
    Financial Engines Advisors L.L.C.
    Sunnyvale, CA
  • 02/2020 → 10/2020
    Unemployed
    Richmond, VA
  • 10/2020 → 10/2022
    Concord Wealth Partners
    Abingdon, VA
  • 10/2022 → Present
    Atlantic Union Bank
    Glenn Allen, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-15
S63 Uniform Securities Agent State Law Examination 1997-07-08
S65 Uniform Investment Adviser Law Examination 1996-12-06
  • S66 Uniform Combined State Law Examination
    2013-11-15
  • S63 Uniform Securities Agent State Law Examination
    1997-07-08
  • S65 Uniform Investment Adviser Law Examination
    1996-12-06
Designations
Other Names
  • Mitchell York
  • Mitch York

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
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