Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-11-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank And Trust | Culpepper | VA | 10/2007 | 11/2016 |
| Raymond James Financial Services, Inc. | Culpeper | VA | 06/2014 | 10/2016 |
| Old Dominion Capital Management, Inc. | Charlottesville | VA | 11/2016 | 11/2017 |
| Raymond James Financial Services, Inc | Fairfax | VA | 11/2017 | Present |
| Raymond James Financial Services Advisor Inc | Fairfax | VA | 11/2017 | Present |
| Union Bank And Trust | Culpepper | VA | 11/2017 | 05/2019 |
| Middleburg Financial | Fredericksburg | VA | 05/2019 | 02/2021 |
| Atlantic Union Bank | Fairfax | VA | 03/2021 | Present |
(1)Name of Business: Atlantic Union Bank Wealth Management/Atlantic Union Financial Consultants, LLC Address: 9910 Main St, Fairfax, VA, 22031, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-05 |
Reach out to this advisor