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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-19 |
Branch Locations
6031 University Blvd Suite 170, Ellicott City, MD 21043 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Sykesville | MD | 04/2016 | 02/2017 |
| Lombard Securities Incorporated | Baltimore | MD | 02/2017 | 11/2017 |
| Unemployed | Sykesville | MD | 12/2017 | 05/2018 |
| Ameriprise Financial Services, Inc | Hunt Valley | MD | 01/2019 | 04/2019 |
| Kosack Capital, Llc | Sykesville | MD | 10/2019 | 12/2019 |
| Unemployed | Sykesville | MD | 04/2019 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Columbia | MD | 12/2022 | 05/2024 |
| Bank Of America N.A. | Columbia | MD | 12/2022 | 05/2024 |
| Keller Williams Realty Centre | Columbia | MD | 03/2022 | 12/2022 |
| Kosack Capital, Llc | Sykesville | MD | 05/2024 | 06/2025 |
| Raymond James Financial Services, Inc. | Ellicott City | MD | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Ellicott City | MD | 10/2025 | Present |
| Kosack Capital, Llc | Sykesville | MD | 06/2021 | 05/2022 |
| Blu Collar Wealth Management Llc | Sykesville | MD | 05/2018 | 08/2018 |
| Lombard Advisers Incorporated | Baltimore | MD | 03/2017 | 11/2017 |
| Unemployed | Sykesville | MD | 08/2018 | 01/2019 |
| Unemployed | Sykesville | MD | 12/2019 | 06/2021 |
| Atlantic Union Bank | Ellicott City | MD | 10/2025 | Present |
| Nylife Securities Llc | New York | NY | 07/2025 | 10/2025 |
| T3 Trading Group, Llc | New York | NY | 06/2025 | 07/2025 |
| Allstate Financial Services, Llc | Lincoln | NE | 10/2022 | 11/2022 |
| Nylife Securities, Llc | New York | NY | 05/2022 | 08/2022 |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 6031 University Blvd, Ste. 170, Ellicott City, MD, 21043, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/31/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
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