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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2021-11-05 |
| TX | RA | APPROVED | 2021-11-05 |
Branch Locations
3538 Worthington Blvd Ste 101, Frederick, MD 21704 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 04/2008 | 11/2021 |
| Bank Of America, N.A. | Frederick | MD | 06/2011 | 11/2021 |
| Raymond James Financial Services, Inc | Frederick | MD | 11/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Frederick | MD | 11/2021 | Present |
| Concurrent Advisors | Frederick | MD | 11/2021 | 03/2023 |
(1)Name of Business: Matthew Suszan Inc Address: 199 W Brown St Ste 250, Birmingham, MI, 48009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-02 |
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