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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-11-03 |
Branch Locations
4300 Cox Rd, Glen Allen, VA 23060 • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Richmond | VA | 01/2009 | 11/2022 |
| First Clearing, Llc | Richmond | VA | 11/2013 | 11/2022 |
| Raymond James Financial Services, Inc. | Glen Allen | VA | 11/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Glen Allen | VA | 11/2022 | Present |
| Atlantic Union Bank | Glen Allen | VA | 11/2022 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 4300 Cox Rd, Glen Allen, VA, 23060-3358, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Practice Support Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S65 | Uniform Investment Adviser Law Examination | 2007-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-19 |
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