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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-26 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc. | Fairfax | VA | 07/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Fairfax | VA | 01/2009 | Present |
| Union Investment Services, Inc. | Fredericksburg | VA | 07/2008 | 05/2019 |
| Union Bank | Fredericksburg | VA | 07/2008 | 05/2019 |
| Union Bank & Trust | Fredericksburg | VA | 07/2014 | 05/2019 |
| Atlantic Union Bank | Fairfax | VA | 05/2019 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 5803 Rolling Rd, suite 100, Springfield, VA, 22152, 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: 41+ Description of duties: Financial Advisor (2)Name of Business: Faith, John Address: 9910 Main St, Fairfax, VA, 22031-3901, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee for Faith Family Trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 1998-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-13 |
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