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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2016-08-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Bank & Trust | Burlington | NC | 07/2016 | 03/2024 |
| Raymond James Financial Services, Inc. | Burlington | NC | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Burlington | NC | 08/2016 | Present |
| American National Investment Services | Burlington | NC | 07/2016 | 03/2024 |
| Atlantic Union Bank | Burlington | NC | 04/2024 | Present |
(1)Name of Business: Address: 711 Bristol Court, Burlington , NC, 27215, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist with coordination of property repairs / landlord (2)Name of Business: Atlantic Union Bank Address: 3101 S Church St, Burlington, NC, 27215-9114, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 04/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant (3)Name of Business: Atlantic Union Financial Consultant, LLC/AUB Wealth Management Address: 3101 S Church St, Burlington, NC, 27215-9114, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant (4)Name of Business: St Marks Evangelical and Reformed Church, Inc Address: 1230 St Marks Church Road, Burlington, NC, 27215, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advise on financial matters and provide counsel along with other board members on church plans and policies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-07 |
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