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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-14 |
| VA | RA | APPROVED | 2012-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Williamsburg | VA | 08/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsburg | VA | 08/2012 | Present |
| Townebank | Williamsburg | VA | 04/2014 | Present |
(1)Name of Business: beach house Rental Address: 18920 tettington la, charles city, VA, 23030, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/24/2014 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 of rental property (2)Name of Business: Quill Private Wealth Address: 4135 Ironbound Road, 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 (3)Name of Business: The James River Gardens, Inc. Address: 18920 Tettington Lane, Charles City, VA, 23030, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/28/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business owner of company formed in December 2023. Owned property adjacent to home address used to develop landscaped area and for gardening: flowers, bushes, trees. May eventually rent this outdoor space to local non-profits and other businesses for events. (4)Name of Business: Towne Wealth Management Address: 5216 Monticello Ave, Williamsburg, VA, 23188, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/25/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities; FID Bank's Investment division DBA/brand name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1985-07-02 |
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