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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-21 |
| VA | RA | APPROVED | 2015-02-20 |
Branch Locations
9000 West Huguenot Road, Richmond, VA 23235 • United States
11704 W. Broad Street, Richmond, VA 23233 • United States
4501 Cox Road, Glen Allen, VA 23060 • United States
9961 Iron Bridge Road, Chesterfield, VA 23832 • United States
4901 Libbie Mill East Blvd. Suite 140, Richmond, VA 23230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Richmond | VA | 02/2015 | Present |
| Townebank | Richmond | VA | 02/2015 | Present |
| Raymond James Financial Services Advisors, Inc. | Richmond | VA | 02/2015 | Present |
(1)Name of Business: Towne Wealth Management Address: 9000 West Huguenot Road, Richmond, VA, 23235, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA name (2)Name of Business: TowneBank Address: 9000 W Huguenot Rd, Richmond, VA, 23235, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/18/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID bank employee, RJFS FA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-01 |
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