Steven Moyer Agee

Current Employers

Employment History

• 02/2014 → 04/2017
  New York Life Insurance Co.
  Roanoke, VA
• 02/2014 → 04/2017
  Nylife Securities Llc
  Roanoke, VA
• 06/2012 → 08/2018
  Agee Family Farms
  Floyd, VA
• 04/2017 → 02/2018
  Invest Financial Corporation
  Floyd, VA
• 02/2018 → 11/2018
  Lpl Financial Llc
  Roanoke, VA
• 12/2018 → Present
  Raymond James Financial Services, Inc.
  Roanoke, VA
• 12/2018 → Present
  Raymond James Financial Services Advisors, Inc.
  Roanoke, VA
• 01/2018 → 12/2018
  Highland Capital
  Roanoke, VA
• 12/2018 → 03/2024
  American National Bank & Trust Co.
  Roanoke, VA
• 12/2018 → 03/2024
  American National Investment Services
  Roanoke, VA
• 04/2024 → Present
  Atlantic Union Wealth Mgt/Atlantic Union Financial Consultant
  Roanoke, VA
• 04/2024 → Present
  Atlantic Union Bank
  Roanoke, VA

Previous Registrations

• 2018-02-14 → 2018-12-06
  Lpl Financial Llc
  Floyd, VA
  Roanoke, VA
  Moneta, VA
  Roanoke, VA
  Christiansburg, VA
  Roanoke, VA
  Salem, VA
• 2017-06-15 → 2018-02-14
  Invest Financial Corporation
  Floyd, VA

Other Businesses

(1)Name of Business: Address: 549 Laurel Branch Road NW, Floyd, VA, 24091, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 01/01/2025 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: Mass Mutual Address: 549 Laurel Branch Road, Floyd, VA, 24091\n, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sell Term Life Policies. Specifically, setting this up to continue getting the commission for two policies sold in the past.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-14
• S63 Uniform Securities Agent State Law Examination
  2014-08-08