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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-23 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
297 Constitution Dr., Virginia Beach, VA 23462 • 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 | Virginia Beach | VA | 09/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Virginia Beach | VA | 01/2009 | Present |
| Townebank | Suffolk | VA | 10/2011 | Present |
(1)Name of Business: Towne Wealth Management Address: 297 Constitution Dr., Virginia Beach, VA, 23462, 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: 297 Constitution Dr, Virginia Beach, VA, 23452, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 10/17/2011 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: FA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-30 |
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