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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-13 |
Branch Locations
703 Green Valley Rd Suite 101, Greensboro, NC 27408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Madison | TN | 11/2014 | 05/2017 |
| Fifth Third Securities | Madison | TN | 05/2016 | 05/2017 |
| Wells Fargo Clearing Services | Nashville | TN | 05/2017 | 01/2019 |
| Raymond James Financial Services, Inc. | Lebanon | TN | 01/2019 | 07/2022 |
| Raymond James Financial Services Advisors | Lebanon | TN | 01/2019 | 07/2022 |
| Wilson Bank & Trust | Lebanon | TN | 01/2019 | 07/2022 |
| U.S. Bancorp Investments, Inc. | Hermitage | TN | 07/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Hermitage | TN | 02/2026 | 08/2026 |
| Atlantic Union Bank | Greensboro | NC | 08/2026 | Present |
| Atlantic Union Financial Consultants | Greensboro | NC | 08/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Greensboro | NC | 08/2026 | Present |
| Raymond James Financial Services, Inc. | Greensboro | NC | 08/2026 | Present |
(1)Name of Business: Atlantic union Bank Address: 703 Green Valley Rd Ste 101, Greensboro, NC, 27408-7052, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 08/09/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor- I'm working at Atlantic Union Bank and operating withing Raymond James FID division.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-13 |
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