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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-01-26 |
| MD | RA | APPROVED | 2023-01-26 |
| TX | RA | APPROVED_RES | 2017-06-22 |
Branch Locations
1899 Pennsylvania Ave Nw Ste 1000, Washington, DC 20006 • United States
North Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | Washington | DC | 12/2007 | 09/2016 |
| Raymond James & Associates, Inc. | Washington | DC | 09/2016 | Present |
| Woodmont | Rockville | MD | 09/2016 | Present |
Name of Business : Woodmont Address: Rockville, MD Nature of the Business: Other (unpaid) Position/Title: Other (unpaid) Investment Related:No Start Date: 09/29/2016 Hours per month devoted to this business: 5 Hours per month devoted to this business during trading hours: 0 Description of duties: 1st Vice President
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-30 |
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