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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-16
  • VA RA
    APPROVED
    Since 2023-11-16

Branch Locations

4135 Ironbound Rd, Williamsburg, VA 23188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Williamsburg VA 02/2023 Present
Townebank Williamsburg VA 02/2023 Present
Woodforest National Bank Williamsburg VA 11/2022 02/2023
Unemployed Willamsburg VA 06/2022 11/2022
Zoup! Caninsburg PA 06/2016 06/2022
Olive Garden State College PA 09/2019 03/2020
Pennsylvania State University State College PA 09/2017 03/2020
Peters Township High School Mcmurray PA 09/2004 06/2017
Raymond James Financial Services Advisors, Inc Williamsburg VA 11/2023 Present
  • 02/2023 → Present
    Raymond James Financial Services, Inc.
    Williamsburg, VA
  • 02/2023 → Present
    Townebank
    Williamsburg, VA
  • 11/2022 → 02/2023
    Woodforest National Bank
    Williamsburg, VA
  • 06/2022 → 11/2022
    Unemployed
    Willamsburg, VA
  • 06/2016 → 06/2022
    Zoup!
    Caninsburg, PA
  • 09/2019 → 03/2020
    Olive Garden
    State College, PA
  • 09/2017 → 03/2020
    Pennsylvania State University
    State College, PA
  • 09/2004 → 06/2017
    Peters Township High School
    Mcmurray, PA
  • 11/2023 → Present
    Williamsburg, VA
Other Businesses

(1)Name of Business: Quill Private Wealth Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Brand name for team (2)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188-8212, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 02/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA name; FID division name

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-10
  • S66 Uniform Combined State Law Examination
    2023-11-10
Other Names
  • Dan James Kita
  • Danny James Kita

View on SEC IAPD

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