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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| VA | RA | APPROVED | 2022-10-07 |
Branch Locations
1000 Winchester St Suite 200, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Retirement Smith, Llc | Fredricksburg | VA | 04/2022 | 08/2022 |
| Horndog Enterprises Llc | Fredricksburg | VA | 01/2022 | 08/2022 |
| Full Time Student | Fredricksburg | VA | 05/2011 | 05/2021 |
| The Insurance Smith Agency Llc | Fredricksburg | VA | 06/2021 | 08/2022 |
| Raymond James | Athens | GA | 05/2019 | 08/2019 |
| Raymond James Financial Services, Inc | Fredericksburg | VA | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Fredericksburg | VA | 08/2022 | Present |
| Atlantic Union Bank | Fredericksburg | VA | 08/2022 | Present |
| Horndog Enterprises Llc | Fredericksburg | VA | 01/2012 | 02/2023 |
(1)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: Associate/Employee Investment Related: No Start Date: 08/15/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant (2)Name of Business: Crystal Springs LLC Address: 116 Vance Dr, Fredericksburg, VA, 22408, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 01/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of family partnership. (3)Name of Business: Mahon Family LLP Address: 116 Vance Dr, Fredericksburg, VA, 22408, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 01/01/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of family partnership.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-11-22 |
| S65 | Uniform Investment Adviser Law Examination | 2022-03-10 |
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