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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-30 |
| MD | RA | APPROVED | 2018-10-16 |
Branch Locations
15245 Shady Grove Rd Suite 240, Rocjville, MD 20850 • United States
Odenton, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Annapolis | MD | 06/2013 | 03/2017 |
| Scottrade | Bethesda | MD | 03/2017 | 02/2018 |
| Td Ameritrade, Inc. | Vienna | VA | 02/2018 | 10/2018 |
| Raymond James Financial Services Advsiors, Inc | Rockville | MD | 10/2018 | Present |
| Raymond James Financial Services, Inc. | Rockville | MD | 10/2018 | Present |
| Federal Impact | Rockville | MD | 01/2019 | 02/2019 |
| Federal Employee Benefits Advocates (Feba) | Rockville | MD | 01/2019 | Present |
| Ez Federal Benefits Education | Silver Spring | MD | 03/2019 | Present |
| Lee, Sipe And Associates | Rockville | MD | 01/2020 | Present |
| Serving Those Who Serve (Stws) | Rockville | MD | 01/2020 | Present |
(1)Name of Business: Address: 1002 Railbed Dr, Odenton , MD, 21113, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 09/18/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I refurbish and resell used baseball gloves through eBay under the name Golden Mitt Co. This is a hobby activity conducted outside of firm hours. Sales are infrequent and proceeds are minimal, typically only covering supplies and expenses. The activity is unrelated to the financial services industry and does not involve firm clients or resources. (2)Name of Business: GORC Address: GORC Park 940 Strawberry Lake Way, Odenton , MD, 21113, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 09/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I volunteered to be in charge of field maintenance and upkeep at my family's neighborhood park. It is a local park that has a playground, 5 baseball fields, and a football and soccer field. \n\nMy responsibility is to walk the park once a week on the weekend to make sure the Park stays in good shape, trash is picked up, the grass is cut, nothing is broken, and no vandalism. (3)Name of Business: Lee, Sipe and Associates Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850, 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: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I work on the operations side of the business, completing paperwork and helping with maintaining the day to day tasks in the office. (4)Name of Business: Serving Those Who Serve (STWS) Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850, 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: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Responsible for processing paperwork and client service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-05-02 |
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