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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-03-30 |
Branch Locations
2101 Parks Avenue Suite 801, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities, Llc | Virginia Beach | VA | 03/1992 | 03/2017 |
| Towne Bank | Virginia Beach | VA | 03/2017 | Present |
| Raymond James Financial Services,Inc | Virgina Beach | VA | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Virginia Beach | VA | 03/2017 | Present |
(1)Name of Business: Towne Wealth Management Address: 2101 Parks Avenue Suite 801, Virginia Beach, VA, 23451, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/24/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: no responsibilities - FID bank's investment division DBA/Brand name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-25 |
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