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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-05 |
| VA | RA | APPROVED | 2024-07-15 |
| NC | RA | APPROVED | 2011-11-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Reidsville | NC | 10/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Reidsville | NC | 11/2011 | Present |
| Kirk Smith Wealth Management, Llc | Reidsville | NC | 07/2014 | 07/2024 |
| Atlantic Union Bank | Danville | VA | 07/2024 | Present |
(1)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 628 Main St, Danville, VA, 24541-1320, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Reidsville Area Foundation, Inc. Address: 124 S Scales St, Reidsville, NC, 27320, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 10/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serve on board of directors and various committees (finance, executive, nominating, governance).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-24 |
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