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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-11-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-10 |
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