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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-13
  • VA RA
    APPROVED
    Since 2025-02-13

Branch Locations

4135 Ironbound Rd, Williamsburg, VA 23188 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Williamsburg VA 08/2024 Present
Towne Bank Williamsburg VA 02/2023 Present
City Of Suffolk Suffolk VA 07/2022 01/2023
Old Dominion University Norfolk VA 08/2017 12/2022
Tidewater Community College Norfolk VA 08/2019 07/2020
Grubhub Norfolk VA 07/2017 07/2022
Portsmouth Christian Schools Portsmouth VA 09/2016 06/2017
Towne Wealth Management Williamsburg VA 08/2024 Present
Raymond James Financial Services Advisors, Inc Williamsburg VA 02/2025 Present
Townebank Williamsburg VA 02/2025 Present
Towne Wealth Management Williamsburg VA 02/2025 Present
  • 08/2024 → Present
    Raymond James Financial Services, Inc.
    Williamsburg, VA
  • 02/2023 → Present
    Towne Bank
    Williamsburg, VA
  • 07/2022 → 01/2023
    City Of Suffolk
    Suffolk, VA
  • 08/2017 → 12/2022
    Old Dominion University
    Norfolk, VA
  • 08/2019 → 07/2020
    Tidewater Community College
    Norfolk, VA
  • 07/2017 → 07/2022
    Grubhub
    Norfolk, VA
  • 09/2016 → 06/2017
    Portsmouth Christian Schools
    Portsmouth, VA
  • 08/2024 → Present
    Towne Wealth Management
    Williamsburg, VA
  • 02/2025 → Present
    Williamsburg, VA
  • 02/2025 → Present
    Townebank
    Williamsburg, VA
  • 02/2025 → Present
    Towne Wealth Management
    Williamsburg, VA
Other Businesses

(1)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/11/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Towne Wealth Management is our DBA for our FID bank investment center. No responsibilities, no ownership. (2)Name of Business: TowneBank Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/11/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: TowneBank is affiliated with Raymond James. FID bank location. All services, products, and responsibilities are under Raymond James.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-11
  • S66 Uniform Combined State Law Examination
    2025-02-11

View on SEC IAPD

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