Carolyn Ann Sipperley

Current Employers

Employment History

• 02/2006 → 11/2020
  Raymond James & Associates, Inc.
  Palm Beach Garden, FL
• 03/2006 → 11/2020
  Raymond James & Associates, Inc
  Jupiter, FL
• 03/2017 → Present
  Step 2 Consulting, Inc
  Palm City, FL
• 11/2020 → Present
  One + One Wealth Management, Llc
  Jupiter, FL

Previous Registrations

• 2006-03-01 → 2020-11-25
  Raymond James & Associates, Inc.
  Palm Beach Gardens, FL
  West Palm Beach, FL
  Palm Beach Gardens, FL
• 2004-09-21 → 2006-02-07
  Legg Mason Wood Walker, Incorporated
  Palm Beach, FL

Other Businesses

(1) 3/24/2017 Step 2 Consulting, Inc.; Mechanical engineering; Palm City, FL; Non-Investment Related; Owner - Treasurer; approximately 2 hours a month/0 hours during security trading hours; Administrative work only including issuing paycheck once a month, reconcile bank accounts and file quarterly returns. (2) 08/2021; John F Deshler Irrevocable Trust; Investment Related Y; 3600 SW Mashie Court, Palm City, FL 34990; Trust; <1 hour / month; 0 hours during trading hours; standard trustee duties in addition to advisor responsibilities. (3) Stuart Community Band; PR Committee/Volunteer; Not investment related; Palm City, Florida; Volunteer work for community band; <10 hours / week; 0 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2004-09-17

Other Names

• Carolyn Ann Gifford
• Carolyn Ann Gifford
• Carolyn Ann Deshler
• Carolyn Ann Gifford