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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| VA | RA | APPROVED | 2011-09-30 |
Branch Locations
5425 Discovery Park Blvd. Suite 102, Williamsburg, VA 23188 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Williamsburg | VA | 09/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 09/2011 | Present |
| Union Investment Services | Williamsburg | VA | 09/2011 | 05/2019 |
| Union Bank And Trust-Trust Revenue Share | Williamsburg | VA | 06/2014 | 08/2017 |
| Union Bank And Trust | Williamsburg | VA | 09/2015 | 05/2019 |
| Atlantic Union Bank | Williamsburg | VA | 05/2019 | Present |
| Middleburg Investment Services, Llc/Dba Middleburg Financial | Williamsburg | VA | 08/2017 | 03/2021 |
(1) Name of Business: Atlantic Union Financial Consultants, LLC/ AUB Wealth Management Address: 5425 Discovery Park Blvd Ste 102, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/08/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2) Name of Business: Wall, Preston Address: 3009 River Oaks Rd, Williamsburg, VA, 23185, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 10/26/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-01-08 |
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