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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-01-16 |
Branch Locations
1658 State Farm Blvd, Charlottesville, VA 22911 • United States
Palmyra, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities, Llc | Raleigh | NC | 06/2024 | 11/2024 |
| Unemployed | Palmyra | VA | 01/2024 | 06/2024 |
| Creative Financing Solutions | Roanoke | VA | 11/2023 | 01/2024 |
| Regions Mortgage | Raleigh | NC | 02/2020 | 12/2023 |
| Citizens Mortgage | Glen Allen | VA | 02/2016 | 02/2020 |
| Lpl Enterprise, Llc | Raleigh | NC | 11/2024 | 01/2026 |
| Raymond James Financial Services, Inc. | Charlottesville | VA | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Charlottesville | VA | 01/2026 | Present |
| Atlantic Union Bank | Charlottesville | VA | 01/2026 | Present |
(1) Name of Business: Atlantic Union Financial Consultants, LLC/AUB Wealth Management Address: 1658 State Farm Blvd, Charlottesville, VA, 22911, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/11/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Client Assistant
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-26 |
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