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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED | 2023-10-11 |
Branch Locations
11350 Mccormick Road Executive Plaza Iii, Suite 508, Hunt Valley, MD 21031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Baltimore | MD | 06/2016 | 02/2022 |
| Janney Montgomery Scott Llc | Federal Hill | MD | 02/2022 | 06/2022 |
| Janney Montgomery Scott Llc | Federal Hill | MD | 06/2022 | 09/2022 |
| Janney Montgomery Scott Llc | Hunt Valley | MD | 09/2022 | 10/2023 |
| Accompany Wealth Partners | Hunt Valley | MD | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Hunt Valley | MD | 10/2023 | Present |
| Raymond James Financial Services, Inc | Hunt Valley | MD | 10/2023 | Present |
(1) Name of Business: Address: 11350 McCormick Road Executive Plaza III, Suite 508, Hunt Valley, MD, 21031-1002, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be utilizing the sales desk and customer service of The Mettle Insurance Services agency with whom I have received business support for insurance for the past several years. I wish to continue business as usual with them and their resources. (2) Name of Business: ACCOMPANY WEALTH PARTNERS Address: 11350 McCormick Road Executive Plaza III, Suite 508, Hunt Valley, MD, 21031-1002, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 10/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FINANCIAL ADVISOR, PRACTICE MANAGER, CLIENT SERVICE CONCIERGE, LONGEVITY AND RETIREMENT PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-29 |
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