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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-03-07 |
| MD | RA | APPROVED | 2013-09-23 |
Branch Locations
12920 Conamar Drive Suite 202, Hagerstown, MD 21742 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Hagerstown | MD | 03/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Hagerstown | MD | 01/2009 | Present |
(1)Name of Business: Address: 13219 Gentry Dr, Hagerstown , MD, 21742, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/27/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Author a book (2)Name of Business: Clarity Planning Address: 12920 Conamar Dr Ste 202, Hagerstown, MD, 21742-3298, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/09/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my DBA through RJ. (3)Name of Business: Fresh Events Address: 13219 Gentry Dr, Hagerstown , MD, 21742, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/24/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Establishing LLC to support funding of study groups, retrreats etc (4)Name of Business: Jones Investment Partners Address: 13219 Gentry Dr, Hagerstown, MD, 21742, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 02/07/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (5)Name of Business: Money Without Math Address: 13219 Gentry Dr, Hagerstown, MD, 21742, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 11/29/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Writing a book
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-02 |
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