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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-02-14 |
Branch Locations
2101 Parks Avenue Suite 801, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Virginia Beach | VA | 06/2019 | Present |
| Townebank | Virginia Beach | VA | 06/2019 | Present |
| James Madison University | Harrisonburg | VA | 08/2015 | 05/2019 |
| Townebank | Suffolk | VA | 05/2017 | 08/2017 |
| Townebank | Virginia Beach | VA | 05/2018 | 08/2018 |
| Raymond James Financial Services Advisors, Inc. | Virginia Beach | VA | 02/2020 | Present |
| Townebank | Virginia Beach | VA | 03/2022 | Present |
(1)Name of Business: Towne Wealth Management Address: 2101 Parks Avenue, Virginia Beach, VA, 23451, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA Name (2)Name of Business: TowneBank Address: 2101 Parks Avenue, Virginia Beach, VA, 23451, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-13 |
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