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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| VA | RA | APPROVED | 2018-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Williamsburg | VA | 08/2018 | Present |
| Townebank | Williamsburg | VA | 08/2018 | Present |
| Longwood University | Farmville | VA | 08/2014 | 05/2018 |
| Raymond James Financial Services Advisory, Inc. | Williamsburg | VA | 11/2018 | Present |
(1)Name of Business: Quill Private Wealth Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand name for team (2)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/29/2019 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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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