Marshall S Miller

Current Employers

Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2024-11-22
DC	RA	APPROVED	2023-12-08

MD RA
APPROVED

Since 2024-11-22
DC RA
APPROVED

Since 2023-12-08

Branch Locations

1899 Pennsylvania Ave N Ste 1000, Washington, DC 20006 • United States

Stevensville, MD • 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

Organization	City	State	From	To
Student	College Park	MD	04/2012	05/2018
Morning Calm Management	Greenbelt	MD	01/2018	07/2019
Walnut Street Finance	Fairfax	VA	09/2019	02/2020
Optime Realty	Arlington	VA	09/2020	02/2022
Citizenm	Washington	DC	05/2021	03/2022
Dmv Turnkey Investments, Llc	Still Pond	MD	12/2019	Present
Marks Wealth Management	Annapolis	MD	04/2022	06/2023
Raymond James & Associates, Inc.	Washington	DC	11/2023	Present

04/2012 → 05/2018

Student

College Park, MD
01/2018 → 07/2019

Morning Calm Management

Greenbelt, MD
09/2019 → 02/2020

Walnut Street Finance

Fairfax, VA
09/2020 → 02/2022

Optime Realty

Arlington, VA
05/2021 → 03/2022

Citizenm

Washington, DC
12/2019 → Present

Dmv Turnkey Investments, Llc

Still Pond, MD
04/2022 → 06/2023

Marks Wealth Management

Annapolis, MD
11/2023 → Present

Raymond James & Associates, Inc.

Washington, DC

Previous Registrations

2022-05-10 → 2023-06-22

Marks Wealth Management

Ellicott City, MD

Other Businesses

(1) Name of Business: DMV Turnkey Investments, LLC Address: 1391 Pennsylvania Ave SE Unit 453, Washington, DC, 20003, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/16/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No day-to-day responsibilities. If something occurs I get a call and delegate to the property management team.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2023-12-05
S65	Uniform Investment Adviser Law Examination	2022-05-10

S63 Uniform Securities Agent State Law Examination

2023-12-05
S65 Uniform Investment Adviser Law Examination

2022-05-10

Other Names

Marshall Shane Miller

View on SEC IAPD