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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2022-06-27 |
| MD | RA | APPROVED | 2022-06-07 |
| TX | RA | APPROVED | 2022-06-07 |
Branch Locations
12920 Conamar Dr Suite 202, Hagerstown, MD 21742 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of Charles Town | Charles Town | WV | 09/2008 | 03/2020 |
| Lpl Financial Llc | Charles Town | WV | 07/2011 | 04/2020 |
| Pnci | Frederick | MD | 04/2020 | 02/2021 |
| Raymond James Financial Services, Inc | Hagerstown | MD | 03/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Hagerstown | MD | 06/2022 | Present |
| Raymond James Financial Services, Inc | Hagerstown | MD | 06/2022 | Present |
| Clarity Planning | Hagerstown | MD | 03/2021 | Present |
(1)Name of Business: Clarity Planning Address: 12920 Conamar Drive, Hagerstown, MD, 21742, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 03/08/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Clarity Planning is our DBA for Raymond James.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2009-06-05 |
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