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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-03 |
| NC | RA | APPROVED | 2020-01-17 |
Branch Locations
5955 Carnegie Blvd Ste 200, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott & Stringfellow | Raleigh | NC | 11/2010 | 01/2020 |
| Bb&T Securities, Llc | Raleigh | NC | 01/2013 | 01/2020 |
| Townebank | Raleigh | NC | 01/2020 | Present |
| Raymond James Financial Services, Inc. | Raleigh | NC | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Raleigh | NC | 01/2020 | Present |
(1)Name of Business: The Bray-Harris Group Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Name of my team at Towne Wealth Management / TowneBank/FID (2)Name of Business: Towne Insurance Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2021 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Doing non-variable insurance business with Towne Insurance (3)Name of Business: Towne Wealth Management Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities - FID bank's investment division DBA / brand name (4)Name of Business: TowneBank Address: 7100 Falls of Neuse Rd, Raleigh, NC, 27615, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 01/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FID bank employee; RJFS responsibilities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-27 |
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