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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
645 Baltimore Annapolis Blvd Suite 200, Severna Park, MD 21146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Baltimore | MD | 11/2012 | 04/2025 |
| Bank Of America, N.A. | Baltimore | MD | 04/2013 | 04/2025 |
| Raymond James Financial Services Advisors, Inc. | Severna Park | MD | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Severna Park | MD | 04/2025 | Present |
Wentworth Financial Group Not investment-related Severna Park, MD DBA/Support Company - Owner Other 04/2025 41-80 hours per month 41+ hours during trading Description of duties: Employee Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-14 |
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