James Bowles Pender

Current Employers

Employment History

• 05/2013 → 11/2017
  Investment Professionals, Inc.
  San Antonio, TX
• 11/2017 → 02/2019
  Lpl Financial Llc
  Reston, VA
• 06/2013 → 03/2019
  Access National Bank
  Reston, VA
• 03/2019 → 05/2020
  Suntrust Investment Servies, Inc
  Atlanta, GA
• 03/2019 → 05/2020
  Suntrust Avisory Services, Inc
  Atlanta, GA
• 06/2020 → 03/2025
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2025 → Present
  Raymond James Financial Services, Inc.
  Kensington, MD
• 03/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Kensington, MD

Previous Registrations

• 2020-06-18 → 2025-03-14
  Cuso Financial Services, L.P.
  Rockville, MD
  Rockville, MD
  Cunningham, TN
• 2019-03-27 → 2020-05-28
  Truist Advisory Services, Inc.
  Silver Spring, MD
• 2017-11-03 → 2019-03-11
  Lpl Financial Llc
  Reston, VA
  Reston, VA
  Fort Mill, SC
• 2013-05-31 → 2017-11-03
  Investment Professionals, Inc.
  San Antonio, TX
  Reston, VA
• 2012-05-18 → 2013-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oakton, VA
  Richmond, VA
  Vienna, VA
  New York, NY
  Vienna, VA
  Oakton, VA
• 2010-09-23 → 2011-11-08
  Strategic Advisers Llc
  Bethesda, MD
• 2004-11-17 → 2010-08-04
  Bb&T Investment Services, Inc.
  Arlington, VA
  Charlotte, NC
  Falls Church, VA
  Falls Church, VA
  Mclean, VA
  Mclean, VA
  Falls Church, VA
  Mclean, VA
  Falls Church, VA
  Charlotte, NC
  Mclean, VA
  Mclean, VA
• 2004-03-18 → 2004-05-04
  Equitable Advisors, Llc
  Falls Church, VA

Other Businesses

(1)Name of Business: Lafayette Federal Credit Union Address: 3535 University Blvd W, Kensington, MD, 20895-1701, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/15/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Lafayette Private Wealth Address: 3535 University Blvd W, Kensington, MD, 20895-1701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/15/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor

Exams

• S66 Uniform Combined State Law Examination
  2003-12-29

Other Names

• James Pender
• James B Pender
• James Bowles Pender