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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-09-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Henrico | VA | 08/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Henrico | VA | 09/2015 | Present |
| Union Bank And Trust | Henrico | VA | 08/2015 | Present |
| Middleburg Investment Services, Llc/Dba Middleburg Financial | Glen Allen | VA | 10/2019 | Present |
| Atlantic Union Bank | Glen Allen | VA | 08/2015 | Present |
(1)Name of Business: Atlantic Union Bank Address: 4300 Cox Rd, Glen Allen, VA, 23060, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 08/31/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant (2)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 4300 Cox Rd, Glen Allen, VA, 23060, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President, Other 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: Senior Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-03-13 |
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