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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-26 |
| VA | RA | APPROVED | 2026-02-26 |
Branch Locations
15245 Shady Grove Rd Suite 240, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Robert W. Baird & Co. | Reston | VA | 11/2015 | 09/2022 |
| Raymond James & Associates, Inc. | Reston | VA | 09/2022 | 02/2026 |
| Raymond James Financial Services, Inc. | Rockville | MD | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Rockville | MD | 02/2026 | Present |
(1)Name of Business: Lee Sipe & Associates (LSA) Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2026 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 (2)Name of Business: Serving Those Who Serve (STWS) Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/05/2026 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 | 2016-10-26 |
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