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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-21 |
| MD | RA | APPROVED | 2022-07-11 |
Branch Locations
6011 University Blvd Ste 430, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allen & Shariff Corporation | Columbia | MD | 09/2009 | 01/2017 |
| Raymond James Financial Services, Inc. | Columbia | MD | 08/2016 | Present |
| Howard County Public School System | Clarksville | MD | 09/2012 | Present |
| Bob Cardoni | Columbia | MD | 07/2016 | Present |
| Dembo Jones | Columbia | MD | 11/2017 | Present |
| Dembo Jones | Columbia | MD | 01/2017 | Present |
| Raymond James Financial Services Advisors | Ellicott City | MD | 07/2022 | Present |
(1)Name of Business: Chesapeake Tax Services, LLC Address: 6011 University Blvd Suite 430, Ellicott City, MD, 21043, United States Activity Type: Tax Preparation Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Prepare 1041 and 1041 tax returns (2) Name of Business: Chesapeake Wealth Advisors, LLC Address: 6011 University Blvd, Suite 430, Ellicott City , MD, 21043, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/11/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner and Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-09 |
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