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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-30 |
| VA | RA | APPROVED | 2023-01-30 |
Branch Locations
50 North Franklin St, Christiansburg, VA 24073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Christiansburg | VA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Christiansburg | VA | 11/2016 | 01/2018 |
| Bb&T Securities | Blacksburg | VA | 01/2018 | 02/2021 |
| Truist Investment Services, Inc. | Blacksburg | VA | 02/2021 | 01/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 01/2023 |
| Raymond James Financial Services, Inc. | Christiansburg | VA | 01/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Christiansburg | VA | 01/2023 | Present |
| Atlantic Union Bank | Christiansburg | VA | 01/2023 | Present |
| Atlantic Union Financial Consultants, Llc/Aub Wealth Management | Christiansburg | VA | 01/2023 | Present |
| Atlantic Union Wealth Mgt/Atlantic Union Financial Consultants | Christiansburg | VA | 01/2023 | Present |
(1)Name of Business: Atlantic Union Bank Address: 105 Arbor Dr, Christiansburg, VA, 24073-6529, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 01/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant (2)Name of Business: Atlantic Union Wealth Management/Atlantic Union Financial Consultants LLC Address: 105 Arbor Dr, Christiansburg, VA, 24073-6529, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/30/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant (3)Name of Business: Chandler Address: 220 Walnut Dr, Christiansburg, VA, 24073, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting), Health care POA (Acting) Investment Related: Yes Start Date: 06/21/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: All healthcare and financial decisions. There is no investment accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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