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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-05 |
Branch Locations
3535 University Blvd W, Kensington, MD 20895 • United States
14933 A Shady Grove Rd, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services | Atlanta | GA | 01/2015 | 01/2017 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 09/2016 | 04/2017 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 02/2015 | 04/2017 |
| M&T Securities, Inc | Silver Spring | MD | 04/2017 | 06/2021 |
| Lpl Financial Llc | Frederick | MD | 06/2021 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Kensington | MD | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Kensington | MD | 02/2026 | Present |
| Lafayette Credit Union | Kensington | MD | 02/2026 | Present |
(1)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: 02/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor for retirement planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-25 |
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