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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-10 |
| VA | RA | APPROVED | 2012-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 08/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 08/2012 | Present |
| Townebank | Williamsburg | VA | 08/2012 | Present |
(1)Name of Business: Quill Private Wealth Address: 4165 Ironbound Road, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/16/2025 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. Brand name for team (2)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, 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: no responsibilities; FID Bank's Investment division DBA/brand name (3)Name of Business: TowneBank Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 08/30/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FID bank employee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2002-12-16 |
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