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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-13 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-11 |
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