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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2014-06-18 |
Branch Locations
1658 State Farm Boulevard, Charlottesville, VA 22911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union First Market Bank | Charlottesville | VA | 05/2014 | 05/2019 |
| Raymond James Financial Services, Inc | Charlottesville | VA | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Charlottesville | VA | 06/2014 | Present |
| Union Investment Services | Charlottesville | VA | 06/2013 | Present |
| Atlantic Union Bank | Charlottesville | VA | 02/2021 | Present |
| Atlantic Union Financial Consultants | Charlottesville | VA | 06/2017 | Present |
| Atlantic Union Bank | Charlottesville | VA | 05/2019 | 03/2021 |
(1) Name of Business: Atlantic Union Bank Address: 1658 State Farm Blvd, Charlottesville, VA, 22911, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2) Name of Business: Atlantic Union Financial Consultants Address: 1658 State Farm Blvd, Charlottesville, VA, 22911, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/05/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor-
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-13 |
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