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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-03-11 |
| VA | RA | APPROVED | 2023-12-18 |
Branch Locations
5950 Symphony Woods Road Suite 412, Columbia, MD 21044 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 07/2022 | 12/2023 |
| Bank Of America Merrill Lynch | Washington | DC | 06/2021 | 08/2021 |
| Raymond James Financial Services, Inc. | Columbia | MD | 12/2020 | 02/2021 |
| Elon University Office Of Advancement | Elon | NC | 02/2020 | 04/2022 |
| Elon University | Elon | NC | 08/2018 | 05/2022 |
| Steelfire Kitchen & Bar | Fulton | MD | 08/2019 | 02/2021 |
| The Snow Ball Stand | Woodstock | MD | 05/2017 | 08/2018 |
| Glory Days Bar And Grill | Eldersburg | MD | 02/2016 | 02/2017 |
| Liberty High School | Eldersburg | MD | 08/2014 | 06/2018 |
| Bank Of America, N.A. | Washington | DC | 10/2022 | 12/2023 |
| Raymond James Financial Services, Inc. | Columbia | MD | 12/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Columbia | MD | 12/2023 | Present |
(1) Lee Financial Group, Inc. 5950 Symphony Woods Rd Ste 412 Columbia, MD DBA/Support Company Advisor Not investment-related 01/01/2024 81+ hours per month 41+ hours during trading Duties: Support Company - Non Owner (2) Wagener-Lee LLC, .5950 Symphony Woods Rd Ste 412 Columbia, MD DBA/Support Company Advisor Not investment-related 01/01/2024 81+ hours per month 41+ hours during trading Duties: Support Company - Non Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-16 |
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