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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-01-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Atlanta | GA | 03/2010 | 04/2017 |
| First Citizens Investor Services | Raleigh | NC | 04/2017 | 05/2021 |
| First Citizens Asset Management | Columbia | SC | 04/2017 | 05/2021 |
| Citigroup | Vienne | VA | 06/2021 | 01/2022 |
| Raymond James Financial Services, Inc | Reston | VA | 01/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Reston | VA | 01/2022 | Present |
| Atlantic Union Bank | Middlesburg | VA | 01/2022 | Present |
| Atlantic Union Bank Wealth Management/Atlantic Union Financial | Middleburg | VA | 01/2022 | Present |
| Rental Real Estate | Great Falls | VA | 07/2009 | Present |
(1)Name of Business: Address: 11911 Thomas Ave, Great Falls, VA, 22066, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Lease and maintain property (2)Name of Business: Atlantic Union Bank Address: 111 W Washington St, Middleburg, VA, 20118, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 01/05/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Financial Consultant (3)Name of Business: Atlantic Union Wealth Management/Atlantic Union Financial Consultants LLC Address: 111 W Washington St, Middleburg, VA, 20118, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/05/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Senior Financial Consultant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-14 |
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