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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-06 |
| VA | RA | APPROVED | 2020-12-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Hancock Distributors Llc | Westwood | MA | 07/2016 | 05/2020 |
| John Hancock | Westwood | MA | 07/2016 | 05/2020 |
| Raymond James Financial Services, Inc. | Williamsburg | VA | 06/2020 | Present |
| Townebank | Williamsburg | VA | 06/2020 | Present |
| Towne Wealth Management | Williamsburg | VA | 06/2020 | Present |
| Towne Investment Group | Richmond | VA | 06/2020 | 08/2022 |
| Raymond James Financial Services Advisors, Inc. | Williamsburg | VA | 11/2020 | Present |
(1)Name of Business: Towne Wealth Management Address: 9000 W Huguenot Rd, Richmond, VA, 23235, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 06/01/2020 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: 9000 W Huguenot Rd, Richmond, VA, 23235, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJFS role only, no bank responsibilities, acting as 401k representative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1986-09-24 |
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