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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| MD | RA | APPROVED | 2023-08-22 |
| DC | RA | APPROVED | 2022-01-24 |
| VA | RA | APPROVED | 2021-12-21 |
Branch Locations
7501 Wisconsin Ave. Suite 740W, Bethesda, MD 20814 • United States
Reston, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Punta Gorda | FL | 11/2014 | 11/2021 |
| Bank Of America, N.A | Punta Gorda | FL | 12/2019 | 11/2021 |
| Raymond James & Associates, Inc | Bethesda | MD | 11/2021 | Present |
(1)Name of Business: Entropier Address: 1309 COFFEEN AVE STE 1200, Sheridan, WY, 82801, United States Activity Type: Business Owner Position/Title: Officer - Treasurer, Partner, Owner/Proprietor, Officer - Secretary Investment Related: No Start Date: 11/27/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fractional CFO responsibilities and business advisory role
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-12 |
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