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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-21 |
| VA | RA | APPROVED | 2025-10-20 |
Branch Locations
4135 Ironbound Rd, Williamsburg, VA 23188 • United States
347 Woodland Rd, Hampton, VA 23669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self | Jupiter | FL | 08/2019 | 08/2021 |
| Fords Colony Country Club | Williamsburg | VA | 08/2018 | 08/2019 |
| Addicted To Golf | Williamsburg | VA | 08/2016 | 07/2018 |
| Christopher Newport University | Newport News | VA | 01/2014 | 04/2018 |
| Lpl Financial Llc | Williamsburg | VA | 11/2021 | 10/2025 |
| Raymond James Financial Services, Inc. | Williamsburg | VA | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Williamsburg | VA | 10/2025 | Present |
| Towne Bank | Williamsburg | VA | 10/2025 | Present |
| College Of William & Mary | Williamsburg | VA | 07/2013 | 05/2024 |
(1) Name of Business: Towne Wealth Management Address: 4139 Ironbound Rd, Williamsburg, VA, 23188-2631, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/20/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA support co name for FID bank's investment division
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-14 |
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