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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-07-31 |
Branch Locations
1658 State Farm Blvd., Charlottesville, VA 22911 • United States
Charlottesville, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trump Securitities, Llc | New York | NY | 01/2017 | 05/2017 |
| Digital Capital Advisors, Llc | New York | NY | 10/2016 | 05/2017 |
| Cliqued Llc | Ashburn | VA | 06/2015 | 10/2016 |
| Bb&T Investments (Dba) | Charlotte | NC | 05/2018 | 02/2021 |
| Bb&T Securities, Llc | Richmond | VA | 05/2018 | 02/2021 |
| Unemployed | Henrico | VA | 05/2017 | 05/2018 |
| Bb&T | Fredericksburg | VA | 05/2018 | 02/2021 |
| Truist Investment Services, Inc. | Fredericksburg | VA | 02/2021 | 11/2023 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 11/2023 |
| Unemployed | Charlottesville | VA | 11/2023 | 10/2024 |
| Buckman & Company | Charlottesville | VA | 10/2024 | 07/2026 |
| Raymond James Financial Services, Inc | Charlottesville | VA | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc | Charlottesville | VA | 07/2026 | Present |
| University Of Virginia | Charlottesville | VA | 09/2020 | 08/2021 |
| Atlantic Union Financial Consultants Llc / Aub Wealth Management | Charlottesville | VA | 07/2026 | Present |
| Atlantic Union Bank | Charlottesville | VA | 07/2026 | Present |
(1) Name of Business: Address: 3016 Anoko Court, Charlottesville, VA, 22902, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/31/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Atlantic Union Bank Address: 1658 State Farm Blvd, Charlottesville, VA, 22911-8609, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 07/22/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3) Name of Business: Ronald McDonald House Charlottesville Address: 300 9th St SW, Charlottesville, VA, 22903, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 12/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend monthly board meetings to assess performance to goals, reassess goals as necessary, and provide support and oversight to Executive Director. Lead finance committee in reviewing organization's budget-to-actual financial performance, establishing annual budgets, preparing financial highlights and key questions for full board, and assessing CFO's performance
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-13 |
| S66 | Uniform Combined State Law Examination | 2018-07-09 |
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