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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-14 |
| VA | RA | APPROVED | 2014-06-18 |
Branch Locations
2014 Goose Creek Rd Suite 108, Waynesboro, VA 22980 • 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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Staunton | VA | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Staunton | VA | 06/2014 | Present |
| Union Bank & Trust/Union Investment Services | Staunton | VA | 12/2015 | 01/2018 |
| Union Bank & Trust | Staunton | VA | 12/2015 | 05/2019 |
| Atlantic Union Bank | Waynesboro | VA | 05/2019 | Present |
| Atlantic Union Financial Consultants, Llc/Aub Wealth Management | Waynesboro | VA | 03/2021 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 2014 Goose Creek Rd, Suite 108, Waynesboro, VA, 22980, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President 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: 81+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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