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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-07 |
| VA | RA | APPROVED | 2016-06-30 |
Branch Locations
800 East Canal Street Suite 700, Richmond, VA 23219 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Richmond | VA | 06/2016 | Present |
| Townebank | Richmond | VA | 06/2016 | Present |
| Sun Trust Bank | Richmond | VA | 07/2000 | 05/2016 |
| Raymond James Financial Services, Inc. | Richmond | VA | 07/2017 | Present |
(1)Name of Business: Towne Wealth Management Address: 800 E Canal St Ste 700, Richmond, VA, 23219, 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 (2)Name of Business: TowneBank Address: 800 East Canal Street, Richmond, VA, 23219, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/03/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: RJFS Client service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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