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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
170 Jennifer Road Suite 140, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financail Services, Inc. | Annapolis | MD | 10/2001 | Present |
| Self-Employed Business Consultant | Annapolis | MD | 09/2002 | Present |
| Self-Employed Tax Preparer | Annapolis | MD | 01/2005 | Present |
| Independent Insurace Sales Agent | Annapolis | MD | 01/2005 | Present |
| Insurance - Non Variable | Annapolis | MD | 12/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Annapolis | MD | 01/2009 | Present |
| Long Financial Services | Annapolis | MD | 10/2001 | 07/2017 |
| Brad Long | Annapolis | MD | 09/2002 | Present |
(1)Name of Business: Long Financial Services, Inc. Address: 170 Jennifer Rd Ste 140, Annapolis, MD, 21401, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2001 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 FA and OSJ support (2)Name of Business: NA Address: 170 Jennifer Road #140 Annapolis, MD 21401, annapolis, MD, 21401, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/15/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non variable insurance agent (3)Name of Business: Self Address: 170 Jennifer Road Suite 140 Annapolis, MD 21401, Annapolis, MD, 21401, United States Activity Type: Tax Preparation Position/Title: Other Investment Related: No Start Date: 01/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Tax return preparer
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-03-11 |
| S65 | Uniform Investment Adviser Law Examination | 2002-05-06 |
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