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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-13 |
| VA | RA | APPROVED | 2023-11-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Truist Bank | Norfolk | VA | 07/2014 | 11/2023 |
| Truist Investment Services, Inc. | Atlanta | GA | 08/2014 | 11/2023 |
| Truist Advisoryservices, Inc. | Atlanta | GA | 08/2016 | 11/2023 |
| Townebank | Norfolk | VA | 11/2023 | Present |
| Raymond James Financial Services, Inc | Norfolk | VA | 11/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Norfolk | VA | 11/2023 | Present |
(1)Name of Business: Norfolk Convention & Visitors Bureau dba VisitNorfolk Address: 232 E Main Street, Norfolk, VA, 23510, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Serve as a member of the greater board to help ensure the Convention and Visitors Bureau is operating effectively. I have been asked to join the Finance Committee, which does not have any influence or authority over bank or investment accounts. My role will be to review the budget, financial reports, audits, and provide guidance on staying within the stated financial policies. (2)Name of Business: Towne Wealth Management Address: 109 E Main St Ste 700, Norfolk, VA, 23510-1613, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/13/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: RJFS FA; Towne Wealth Management is our DBA/support co name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-12 |
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