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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2009-01-02 |
Branch Locations
11 North Washington Street Suite 350, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Rockville | MD | 12/2001 | Present |
| Raymond James Financial Services Advisors, Inc | Rockville | MD | 01/2009 | Present |
(1)Name of Business: Capital Wealth Management Group Address: 11 N Washington St Ste 350, Rockville, MD, 20850, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/12/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the support company (Capital Wealth Management Group) where our Raymond James related office expenses, salaries, etc. are paid from. Name not used with clients. Just internal. I am owner.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-12 |
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