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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-03-03 |
Branch Locations
5950 Symphony Woods Rd 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 |
|---|---|---|---|---|
| Maryland Department Of Housing And Community Development | New Carrolton | MD | 06/2021 | 11/2021 |
| Salisbury University Student | Salisbury | MD | 08/2019 | 05/2021 |
| Appi Energy | Salisbury | MD | 02/2020 | 05/2020 |
| College Of Southern Maryland | La Plata | MD | 08/2017 | 05/2019 |
| Roy Rodgers | La Plata | MD | 05/2015 | 10/2018 |
| La Plata High School | La Plata | MD | 08/2014 | 05/2017 |
| Milton Summers Middle School | La Plata | MD | 05/2011 | 06/2017 |
| Raymond James Financial Services Advisors, Inc | Columbia | MD | 03/2023 | Present |
| Raymond James Financial Services, | Columbia | MD | 11/2021 | Present |
1) Name of Business: Lee Financial Group, Inc Address: 5950 Symphony Woods Rd, Columbia, MD, 21044, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/29/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an administrative assistant. I assist in the on boarding of clients. In addition, I assist in the equity research as well as entering trades as well when needed. 2) Wagenerlee LLC Address: 5950 Symphony Woods Rd, Columbia, MD, 21044, Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/29/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties :Branch Associate Answering client questions and executing requests
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-24 |
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