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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
1000 Winchester Street Suite 200, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Fredericksburg | VA | 08/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Fredericksburg | VA | 01/2009 | Present |
| Union Investment Services | Fredericksburg | VA | 09/2008 | 05/2019 |
| Union Bank | Fredericksburg | VA | 09/2008 | 05/2019 |
| Union Investmemt Services | Fredericksburg | VA | 04/2014 | Present |
| Union Bank & Trust/Trust Division | Fredericksburg | VA | 01/2016 | 05/2017 |
| Union Inivestment Services | Fredericksburg | VA | 05/2017 | 05/2019 |
| Union Bank & Trust | Fredericksburg | VA | 04/2014 | 05/2019 |
| Atlantic Union Bank | Fredericksburg | VA | 05/2019 | Present |
(1 Name of Business: Atlantic Union Financial Consultants,LLC/AUB Wealth Management Address: 1000 Winchester St. Suite 200, Fredericksburg, VA, 22401, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President 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: I am a FA in a FID branch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-11 |
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