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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-04-27 |
Branch Locations
1658 State Farm Blvd, Charlottesville, VA 22911 • 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 |
|---|---|---|---|---|
| Union Investment Services | Charlottesville | VA | 10/2007 | 05/2019 |
| Raymond James Financial Services, Inc | Charlottesville | VA | 10/2007 | Present |
| Union Bank And Trust | Charlotesville | VA | 10/2007 | 05/2019 |
| Atlantic Union Bank | Charlottesville | VA | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc | Charlottesville | VA | 04/2023 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 1658 State Farm Blvd, Charlottesville, VA, 22911, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-28 |
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