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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-16 |
| VA | RA | APPROVED | 2024-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 08/2013 | 11/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2016 | 11/2017 |
| Wells Fargo Clearing Services, Llc | Roanoke | VA | 11/2017 | 08/2024 |
| Raymond James Financial Services, Inc. | Roanoke | VA | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Roanoke | VA | 08/2024 | Present |
| Atlantic Union Bank | Roanoke | VA | 08/2024 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 4225 Colonial Ave, Roanoke, VA, 24018-4002, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 08/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-18 |
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