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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-12 |
Branch Locations
3535 University Blvd W, Kensington, MD 20895 • United States
7741 Tuckerman Ln, Potomac, MD 20854 • United States
7537 Greenbelt Rd , Greenbelt, MD 20770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Bank | Baltimore | MD | 06/2015 | 07/2018 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 07/2018 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 07/2019 | 12/2019 |
| Suntrsut Advisory Services, Inc. | Atlanta | GA | 07/2018 | 07/2019 |
| Pnc Investments | Washington | DC | 12/2019 | 11/2020 |
| Suntrust Investment Services, Inc. | Silver Spring | MD | 12/2020 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Annapolis | MD | 08/2021 | 02/2022 |
| Fidelity Brokerage Services Llc | Annapolis | MD | 03/2022 | 08/2024 |
| Raymond James Financial Services, Inc. | Kensington | MD | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Kensington | MD | 01/2026 | Present |
| Truist Investment Services, Inc. | Silver Spring | MD | 12/2020 | 08/2021 |
| Truist Advisory Services, Inc. | Silver Spring | MD | 12/2020 | 08/2021 |
| Lafayette Federal Credit Union | Kensington | MD | 01/2026 | Present |
| A La Carte Event Rentals Inc. | Silver Spring | MD | 08/2024 | 01/2026 |
(1)Name of Business: Address: 12713 Meadowood Drive, Silver Spring, MD, 20904, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: A La Carte Event Rentals Inc Address: 12713 Meadowood Drive, Silver Spring, MD, 20904, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/31/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage the business books/records. (3)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: 01/12/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial advisor associated with Lafayette Private Wealth/Lafayette Federal Credit Union
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-20 |
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