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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-12 |
| VA | RA | APPROVED | 2013-10-10 |
Branch Locations
One Old Oyster Point Road Suite 100, Newport News, VA 23602 • United States
5216 Monticello Avenue, Williamsburg, VA 23188 • United States
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 | Newport News | VA | 09/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Newport News | VA | 10/2013 | Present |
| Townebank | Newport News | VA | 09/2013 | Present |
(1)Name of Business: Towne Wealth Management Address: 1 Old Oyster Point Rd Ste 100, Newport News, VA, 23602-7121, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/05/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All Responsibilities are RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-31 |
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