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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| MD | RA | APPROVED | 2025-09-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T | College Park | MD | 11/2007 | 12/2018 |
| Bb&T Investment Services, Inc | Charlotte | NC | 08/2016 | 01/2018 |
| Bb&T Securities, Llc | College Park | MD | 01/2018 | 11/2018 |
| Cuna Brokerage Services, Inc | Waverly | IA | 12/2018 | 11/2021 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 12/2018 | 10/2021 |
| Prudential Insurance Company Of America | Bethesda | MD | 10/2021 | 07/2022 |
| Pruco Securities, Llc. | Bethesda | MD | 10/2021 | 07/2022 |
| Lpl Financial Llc | Bethesada | MD | 07/2022 | 01/2023 |
| Nih Federal Credit Union | Bethesada | MD | 07/2022 | 12/2022 |
| J.P. Morgan Securities Llc | Potomac | MD | 01/2023 | 09/2025 |
| Jpmorgan Chase Bank, N.A. | Potomac | MD | 01/2023 | 09/2025 |
| Cuna Mutual | Waverly | IA | 07/2022 | 12/2022 |
| Raymond James Financial Services Inc. | Rockville | MD | 09/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Rockville | MD | 09/2025 | Present |
| Atlantic Union Bank | Rockville | MD | 09/2025 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 9812 Falls Rd, Potomac, MD, 20854-3976, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/15/2025 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 | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-08 |
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