Carly James

Current Employers

Employment History

• 02/2021 → 01/2022
  Severn Financial Advisors
  Annapolis, MD
• 01/2020 → 02/2021
  United Nations Foundation
  Washington, DC
• 03/2016 → 01/2020
  Rebuilding Together, Inc.
  Washington, DC
• 06/2019 → 05/2021
  Yoga District
  Washington, DC
• 01/2022 → 06/2026
  Commonwealth Financial Network
  Waltham, MA
• 02/2022 → Present
  Severn Financial Advisors, Llc
  Annapolis, MD
• 07/2021 → 02/2022
  Commonwealth Financial Network
  Waltham, MA
• 06/2026 → Present
  Independent Financial Partners
  Tampa, FL

Previous Registrations

• 2022-01-03 → 2026-06-28
  Commonwealth Financial Network
  Annapolis, MD

Other Businesses

1. Yoga Factory, LLC – not investment related – 1901 West St., Annapolis, MD 21401 – yoga instruction – yoga teacher – start date Jan 1, 2023 – 0 hours/month during trading hours – provides yoga instruction 2. Stephen James & Associates – investment related – 1610 West Street, Suite 105, Annapolis, MD 21401 – investment management DBA – co-owner – start date Feb 1, 2021 – 200 hours/month (180 during trading hours) – provides investment advice and portfolio management for individuals 3. DBA, Severn Financial Advisors, LLC – investment related – 1610 West Street, Suite 105, Annapolis, MD 21401 – financial planning DBA – owner – start date Feb 1, 2021 – 10 hours/month (10 during trading hours) – provides financial planning services

Exams

• S66 Uniform Combined State Law Examination
  2021-11-17

Other Names

• Carly James
• Carly Sierra James