Norman Daniel Townsend

Raymond James & Associates, Inc.

Hunt Valley, MD

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Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2020-05-15

MD RA
APPROVED

Since 2020-05-15

Branch Locations

226 Schilling Cir Ste 270, Hunt Valley, MD 21031-8657 • United States

Baltimore, 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

Organization	City	State	From	To
Fidelity Investments	Towson	MD	05/2011	05/2020
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	05/2020
Raymond James & Associates, Inc	Baltimore	MD	05/2020	Present

05/2011 → 05/2020

Fidelity Investments

Towson, MD
07/2018 → 05/2020

Fidelity Personal And Workplace Advisors

Boston, MA
05/2020 → Present

Raymond James & Associates, Inc

Baltimore, MD

Previous Registrations

2018-07-13 → 2020-05-19

Fidelity Personal And Workplace Advisors

Boston, MA
2011-05-31 → 2018-07-13

Strategic Advisers Llc

Towson, MD
2011-02-28 → 2011-04-27

Pnc Wealth Management Llc

Lutherville, MD

Timonium, MD

Timonium, MD
2006-04-28 → 2011-02-22

Wells Fargo Clearing Services, Llc

Baltimore, MD
2003-05-21 → 2006-05-04

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Baltimore, MD

Baltimore, MD

Other Businesses

OAA#: 53098 | Org Name:Team Performance Institute | Org Addr:Towson, MD, US | Nature of Bus:Leadership, Team Development, Coaching | Invst Rel:N | Title:Executive Performance Coach | Duties:Engaging executives in coaching conversations | Start Dt:03/02/2018 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:2

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-05-16

S66 Uniform Combined State Law Examination

2003-05-16

Designations

Other Names

Norman Daniel Townsend
Norman Daniel Townsend

View on SEC IAPD

Other Firms

BAY HARBOR WEALTH MANAGEMENT, LLC

ABS CAPITAL PARTNERS, INC.

GROFF WEALTH MANAGEMENT

MONUMENTAL WEALTH, LLC

BUSH RIVER TRUST, LLC

OSAIC WEALTH, INC.

INDEPENDENT FINANCIAL PARTNERS

AE WEALTH MANAGEMENT, LLC

Other Investors

Andrew Benjamin Anthony

LANCE REID SCOTT

JOHN FRANCIS MORAN

Jack Richard Sweiderk

WILSON CROSBY TALIAFERRO

Cristina Polvinale Kothari

JOHN LUKE CHARLTON

Other Offices

BAY HARBOR WEALTH MANAGEMENT, LLC · HUNT VALLEY, MD

ABS CAPITAL PARTNERS, INC. · HUNT VALLEY, MD

GROFF WEALTH MANAGEMENT · HUNT VALLEY, MD

MONUMENTAL WEALTH, LLC · HUNT VALLEY, MD

BUSH RIVER TRUST, LLC · HUNT VALLEY, MD

OSAIC WEALTH, INC. · HUNT VALLEY, MD

INDEPENDENT FINANCIAL PARTNERS · Hunt Valley, MD

AE WEALTH MANAGEMENT, LLC · Hunt Valley, MD

More in Hunt Valley, MD

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