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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-31 |
| VA | RA | APPROVED | 2023-01-31 |
Branch Locations
852 West Main St, Suite 100, Salem, VA 24153 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Roanoke | VA | 02/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2016 | 01/2018 |
| Bb&T Securities | Roanoke | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Roanoke | VA | 02/2021 | 01/2023 |
| Truist Advisory Services, Inc. | Roanoke | VA | 02/2021 | 01/2023 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 01/2023 | Present |
| Atlantic Union Bank | Salem | VA | 01/2023 | Present |
| Atlantic Union Financial Consultants, Llc / Aub Wealth Mgmt. | Roanoke | VA | 01/2023 | Present |
| Auw /Atlantic Union Financial Consultant, Llc | Roanoke | VA | 01/2023 | Present |
(1)Name of Business: Atlantic Union Bank Address: 852 West Main Street, Salem, VA, 24153, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 01/30/2023 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 (2)Name of Business: Atlantic Union Wealth Management/Atlantic Union Financial Consultants LLC Address: 111 Franklin Rd SE Ste 100, Roanoke, VA, 24011-2100, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/30/2023 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-29 |
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