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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2015-11-23 |
Branch Locations
2101 Parks Ave Ste 801, Virginia Beach, VA 23451 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Towne Bank | Virginia Beach | VA | 11/2015 | Present |
| Raymond James Financial Services | Suffolk | VA | 11/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Suffolk | VA | 11/2015 | Present |
(1)Name of Business: Towne Bank Address: 2101 Parks Ave Suite 801, Virginia Beach, VA, 23451, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/16/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: FID Bank Employee (2)Name of Business: Towne Wealth Management Address: 5806 Harbour View Blvd, Suffolk, VA, 23435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/14/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Co/DBA name
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-11 |
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