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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2019-01-10
  • MD RA
    APPROVED
    Since 2019-01-10

Branch Locations

4800 Hampden Lane Suite 101, Bethesda, MD 20814 • United States

Rockville, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services, Llc Greenwood Village CO 09/2015 09/2018
Fidelity Personal And Workplace Advisors Boston MA 07/2018 09/2018
Raymond James Financial Services, Inc. Bethesda MD 01/2019 Present
Unemployed Potomac MD 09/2018 01/2019
Raymond James Financial Services Advisors, Inc. Bethesda MD 01/2019 Present
  • 09/2015 → 09/2018
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 07/2018 → 09/2018
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 01/2019 → Present
    Raymond James Financial Services, Inc.
    Bethesda, MD
  • 09/2018 → 01/2019
    Unemployed
    Potomac, MD
  • 01/2019 → Present
    Bethesda, MD
Previous Registrations
Other Businesses

(1)Name of Business: Love Inspires Friendship and Triumph Corporation Address: 5807 Linden Square Ct, Rockville , MD, 20852, United States Activity Type: Non profit Position/Title: Founder, Officer - President Investment Related: Yes Start Date: 11/18/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My duties include filing tax returns, monitoring the bank account and engaging with the members of our community. (2)Name of Business: The Meakem Group Address: 4800 Hampden Ln Ste 810, Bethesda, MD, 20814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support branch manager.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-12-09
  • S66 Uniform Combined State Law Examination
    2011-12-09
Designations

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