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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-17 |
| TX | RA | APPROVED_RES | 2026-03-16 |
Branch Locations
1000 Winchester St Suite 200, Fredricksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 07/2010 | 02/2021 |
| Bb&T Securities, Llc | Stafford | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Fredericksburg | VA | 02/2021 | 03/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 03/2026 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 03/2026 | Present |
| Raymond James Financial Services, Inc. | Frederickburg | VA | 03/2026 | Present |
| Bb&T Investment Services, Inc. | Stafford | VA | 07/2010 | 01/2018 |
(1)Name of Business: Atlantic union Bank Address: 1000 Winchester St Ste 200, Fredericksburg, VA, 22401-0002, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 03/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor (2)Name of Business: Atlantic union financial consultants llc./aub wealth management Address: 1000 Winchester St Ste 200, Fredericksburg, VA, 22401-0002, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-08 |
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