Davita Crystal Alford-Cooper

Employer firm

Law & Associates Inc CRD 105350

$327M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars
• DIVORCE PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2017 → 07/2018
  National Job Corp.
  Washington, DC
• 02/2016 → 09/2021
  Howard Community College
  Columbia, MD
• 07/2018 → Present
  Law & Associates, Inc.
  Glen Echo, MD
• 07/2018 → 09/2018
  Raymond James Financial Services, Inc.
  Glen Echo, MD
• 09/2018 → Present
  Raymond James Financial Services, Inc.
  Glen Echo, MD
• 07/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Glen Echo, MD

Previous Registrations

• 2019-07-31 → 2022-09-16
  Raymond James Financial Services Advisors, Inc
  Glen Echo, MD
• 2007-12-21 → 2014-10-06
  Wealthspire Advisors
  Fulton, MD
• 1999-05-24 → 2007-11-16
  Raymond James Financial Services, Inc.
  Glen Echo, MD
  Glen Echo, MD

Other Businesses

(1)Name of Business: Davita Financial Planning LLC Address: 9731 Knowledge Drive, Laurel, MD, 20723, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Davita Crystal Alford-Cooper is the sole member and 100% owner of Davita Financial Planning, LLC. Established March 2016. Davita Crystal Alford-Cooper currently does continuing education seminars, including CFP Ethics for other professional colleagues. Davita Alford-Cooper is also a public speaker.

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-05-15

Designations

• Certified Financial Planner

Other Names

• Davita Crystal Alford
• Davita Crystal Alford