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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-01 |
| VA | RA | APPROVED | 2021-11-18 |
Branch Locations
1000 Winchester St. Ste 200, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2014 | 08/2017 |
| Wells Fargo Clearing Services, Llc. | Stafford | VA | 09/2017 | 01/2020 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 01/2020 | 06/2020 |
| Raymond James Financial Services, Inc. | Fredericksburg | VA | 01/2020 | 06/2020 |
| Middleburg Investment Services Llc, Dba Middleburg Financial | Fredericksburg | VA | 01/2020 | 11/2021 |
| Raymond James Financial Services Advisors, Inc. | Fredericksburg | VA | 11/2021 | Present |
| Raymond James Financial Services, Inc. | Fredericksburg | VA | 11/2021 | Present |
(1) Name of Business: Address: 17210 Perinchief St, Ruther Glen, VA, 22546, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are moving and our current primary residence will become a rental property; we are partnering with a property management company to manage both the property and the tenants. (2) Name of Business: Atlantic Union Bank Address: 1000 Winchester Street, Fredericksburg, VA, 22401, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 10/19/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant (3) Name of Business: Atlantic Union Financial Consultants LLC/Atlantic Union Bank Wealth Management Address: 1000 Winchester Street, Fredericksburg, VA, 22401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/19/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Consultant 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-23 |
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