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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Williamsburg | VA | 10/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Williamsburg | VA | 01/2009 | Present |
| Towne Bank | Williamsburg | VA | 10/2006 | Present |
(1)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/25/2019 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 Banks Investment division DBA/Brand name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-10 |
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