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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-20 |
| VA | RA | APPROVED | 2025-10-20 |
Branch Locations
4135 Ironbound Rd, Williamsburg, VA 23188 • United States
347 Woodland Rd, Hampton, VA 23669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Williamsburg | VA | 10/2011 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Williamsburg | VA | 10/2025 | Present |
| Raymond James Financial Services, Inc. | Williamsburg | VA | 10/2025 | Present |
| Townebank | Williamsburg | VA | 10/2025 | Present |
TowneBank Investment-related Williamsburg, VA Financial Institution Bank Associate 10/2025 160 hours per month 130 hours during trading Towne Wealth Management Not investment-related Williamsburg, VA DBA/Support Company Advisor 10/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-06 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-21 |
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