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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| VA | RA | APPROVED | 2026-03-13 |
Branch Locations
1000 Winchester Street Suite 200, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities Llc | Fredericksburg | VA | 10/2018 | 03/2021 |
| Bb&T | Fredericksburg | VA | 03/2015 | 10/2018 |
| Truist Investment Services, Inc. | Fredericksburg | VA | 02/2021 | 03/2026 |
| Truist Advisory Services, Inc. | Atlanta | GA | 03/2021 | 03/2026 |
| Raymond James Financial Services, Inc. | Fredericksburg | VA | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 03/2026 | Present |
(1)Name of Business: Atlantic Union Bank Address: 1000 Winchester St Ste 200, Fredericksburg, VA, 22401-0002, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 03/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Assistant (2)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 1000 Winchester St Ste 200, Fredericksburg, VA, 22401-0002, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Assistant
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 2019-02-04 |
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