Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-17
TX RA APPROVED_RES 2026-08-17
  • MD RA
    APPROVED
    Since 2026-08-17
  • TX RA
    APPROVED_RES
    Since 2026-08-17

Branch Locations

3535 University Blvd W, Kensington, MD 20895 • United States

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2022-05-18
VA RA APPROVED 2022-05-18
  • MD RA
    APPROVED
    Since 2022-05-18
  • VA RA
    APPROVED
    Since 2022-05-18

Branch Locations

5175 Parkstone Drive Ste 200, Chantilly, VA 20151 • United States

1024 St Nicholas Dr, Waldorf, MD 20603 • United States

5440 Cherokee Avenue, Ste. 200, Alexandria, VA 22312 • 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
Urban Homes Realty Bowie MD 11/1997 05/2022
Transamerica Financial Advisors, Inc Bowie MD 01/2018 08/2019
Raymond James Financial Services Inc. Rockville MD 08/2016 08/2017
Transamerica Agency Network Bowie MD 10/2017 08/2019
Cuna Mutual Group Waverly IA 10/2019 05/2022
Cuna Brokerage Services, Inc. Waverly IA 10/2019 05/2022
Lpl Financial Llc Waldorf MD 05/2022 08/2026
Raymond James Financial Services Inc. Kensington MD 08/2026 Present
Raymond James Financial Services Advisors Inc. Kensington MD 08/2026 Present
Lafayette Credit Union Kensington MD 08/2026 Present
Lafayette Private Wealth Kensington MD 08/2026 Present
  • 11/1997 → 05/2022
    Urban Homes Realty
    Bowie, MD
  • 01/2018 → 08/2019
    Transamerica Financial Advisors, Inc
    Bowie, MD
  • 08/2016 → 08/2017
    Raymond James Financial Services Inc.
    Rockville, MD
  • 10/2017 → 08/2019
    Transamerica Agency Network
    Bowie, MD
  • 10/2019 → 05/2022
    Cuna Mutual Group
    Waverly, IA
  • 10/2019 → 05/2022
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 05/2022 → 08/2026
    Waldorf, MD
  • 08/2026 → Present
    Raymond James Financial Services Inc.
    Kensington, MD
  • 08/2026 → Present
    Kensington, MD
  • 08/2026 → Present
    Lafayette Credit Union
    Kensington, MD
  • 08/2026 → Present
    Lafayette Private Wealth
    Kensington, MD
Previous Registrations
Other Businesses

(1) Name of Business: Urban Homes Realty Address: 500 Kerby Hill Road, Fort Washington, MD, 20744, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 11/09/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-28
  • S66 Uniform Combined State Law Examination
    2015-10-28
Other Names
  • Horace L Daniel
  • Horace Lee Daniel
  • Horace Lee Daniel
  • Horace Lee Daniel

View on SEC IAPD

More in Kensington, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor