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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-25 |
| VA | RA | APPROVED | 2024-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Christopher Newport University | Newport News | VA | 08/2021 | 05/2024 |
| Lancaster High School | Lancaster | VA | 09/2017 | 05/2021 |
| Blue Ridge Bank | Kilmarnock | VA | 05/2022 | 08/2022 |
| Compass Entertainment | Irvington | VA | 07/2020 | 02/2021 |
| Ymca | Kilmarnock | VA | 05/2019 | 08/2019 |
| Blue Ridge Bank | Kilmarnock | VA | 05/2023 | 08/2023 |
| Unemployed | Kilmarnock | VA | 05/2021 | 08/2021 |
| Unemployed | Kilmarnock | VA | 05/2024 | 06/2024 |
| Towne Bank | Richmond | VA | 07/2024 | Present |
| Raymond James Financial Services, Inc. | Richmond | VA | 06/2024 | Present |
| Towne Wealth Management | Richmond | VA | 07/2024 | Present |
| Lancaster Middle School | Lancaster | VA | 08/2007 | 05/2017 |
| Unemployed | Kilmarnock | VA | 05/2017 | 09/2017 |
| Raymond James Financial Services Advisors, Inc. | Richmond | VA | 11/2024 | Present |
(1)Name of Business: Towne Wealth Management Address: 9000 W Huguenot Rd, Richmond, VA, 23235-2300, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assist advisors
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
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