Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2011-10-19
VA RA APPROVED 2009-01-02
  • TX RA
    APPROVED_RES
    Since 2011-10-19
  • VA RA
    APPROVED
    Since 2009-01-02

Branch Locations

1000 Winchester Street Suite 200, Fredericksburg, VA 22401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Bowling Green VA 01/1999 Present
#Ia Raymond James Financial Services, In Bowling Green VA 01/1999 Present
Mahan Family, Llc - Real Estate Fredericksburg VA 01/1999 Present
Raymond James Financial Services Advisors, Inc Fredericksburg VA 01/2009 Present
Beverley Run Llc Fredericksburg VA 01/2006 Present
Union Investment Services Fredricksburg VA 03/1995 Present
Union Bank Fredericksburg VA 03/1995 05/2019
Union Bank Trust Division Fredericksburg VA 01/2015 05/2019
Union Investment Services Fredericksburg VA 04/2017 Present
Union Bank & Trust Fredericksburg VA 06/2014 05/2019
Middleburg Investment Services Llc Dba Middleburg Financial Fredericksburg VA 04/2017 02/2021
Atlantic Union Financial Consultants, Llc/Aub Wealth Management Fredericksburg VA 03/2021 Present
Atlantic Union Bank Fredericksburg VA 05/2019 Present
  • 01/1999 → Present
    Raymond James Financial Services, Inc.
    Bowling Green, VA
  • 01/1999 → Present
    #Ia Raymond James Financial Services, In
    Bowling Green, VA
  • 01/1999 → Present
    Mahan Family, Llc - Real Estate
    Fredericksburg, VA
  • 01/2009 → Present
    Fredericksburg, VA
  • 01/2006 → Present
    Beverley Run Llc
    Fredericksburg, VA
  • 03/1995 → Present
    Union Investment Services
    Fredricksburg, VA
  • 03/1995 → 05/2019
    Union Bank
    Fredericksburg, VA
  • 01/2015 → 05/2019
    Union Bank Trust Division
    Fredericksburg, VA
  • 04/2017 → Present
    Union Investment Services
    Fredericksburg, VA
  • 06/2014 → 05/2019
    Union Bank & Trust
    Fredericksburg, VA
  • 04/2017 → 02/2021
    Middleburg Investment Services Llc Dba Middleburg Financial
    Fredericksburg, VA
  • 03/2021 → Present
    Atlantic Union Financial Consultants, Llc/Aub Wealth Management
    Fredericksburg, VA
  • 05/2019 → Present
    Atlantic Union Bank
    Fredericksburg, VA
Other Businesses

(1)Name of Business: Atlantic Union Bank Address: 1000 Winchester St, Suite 200, Fredericksburg, VA, 22401, United States Activity Type: Bank or Credit Union Associate Position/Title: Other Investment Related: Yes Start Date: 05/20/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: Atlantic Union Financial Consultants LLC / AUB Wealth Management Address: 1000 Winchester St, Suite 200, Fredericksburg, VA, 22401, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee 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: 81+ Description of duties: Financial Advisor (3)Name of Business: Beverly Run LLC Address: 116 Vance Dr, Fredericksburg, VA, 22408, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4)Name of Business: Bowling Green Properties LLC Address: 116 Vance dr, Fredericksburg, VA, 22408, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing rental investment property (5)Name of Business: Mahon Family Partnership LLP Address: 116 Vance Drive, Fredericksburg, VA, 22408, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 01/01/1999 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of family partnership

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-02-22
S63 Uniform Securities Agent State Law Examination 1986-05-09
  • S65 Uniform Investment Adviser Law Examination
    1996-02-22
  • S63 Uniform Securities Agent State Law Examination
    1986-05-09
Other Names
  • Bern Mahon

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fredericksburg, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor