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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-10-19 |
| VA | RA | APPROVED | 2009-01-02 |
Branch Locations
1000 Winchester Street Suite 200, Fredericksburg, VA 22401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 1986-05-09 |
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