Best Investors
Account
Sign in
Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
1000 Winchester Street Suite 200, Fredericksburg, VA 22401 • United States
211 North Main Street, Bowling Green, VA 22427 • United States
9910 Main Street, Fairfax, VA 22031 • United States
4225 Colonial Avenue, Roanoke, VA 24018 • United States
1658 State Farm Blvd., Charlottesville, VA 22911 • United States
3900 Westerre Parkway Suite 201, Henrico, VA 23233 • United States
Disputanta, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Fairfax | VA | 06/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Fairfax | VA | 01/2009 | Present |
| Union Investment Services, Inc | Henrico | VA | 08/2003 | 05/2019 |
| Union Investment Services | Henrico | VA | 08/2003 | 05/2019 |
| Union Bank & Trust | Henrico | VA | 08/2003 | 05/2019 |
| Union Investment Services | Henrico | VA | 04/2017 | 05/2019 |
| Atlantic Union Bank | Fairfax | VA | 05/2019 | Present |
(1)Name of Business: Address: 9697 Prince George Dr, Disputanta, VA, 23842, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Farm owner (2)Name of Business: Address: 9697 Prince George Dr, Disputanta, VA, 23842, United States Activity Type: Rental Real Estate Position/Title: Other, Owner/Proprietor Investment Related: Yes Start Date: 07/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: owner vacation home/rental property (3)Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 4300 Cox Rd, Glen Allen, VA, 23060, 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: Branch Manager investment program (4)Name of Business: Union Insurance Group Address: 4300 Cox Rd, Glen Allen, VA, 23060, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 12/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Designated Licensed Producer, member of UIG Management Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1985-10-11 |
Reach out to this advisor