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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-06-24 |
Branch Locations
Germantown, MD • United States
2000 Tower Oaks Boulevard Suite 250, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial 360, Llc | Rockville | MD | 05/2019 | 08/2019 |
| Purdue University Bookstore | West Lafayette | IN | 08/2018 | 05/2019 |
| Marshalls Inc. | Valencia | CA | 05/2018 | 08/2018 |
| Purdue Univeristy | West Lafayette | IN | 08/2016 | 05/2020 |
| Raymond James Financial Services, Inc. | Rockville | MD | 05/2019 | 08/2019 |
| Raymond James Financial Services, Inc. | Rockville | MD | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Rockville | MD | 06/2024 | Present |
(1)Name of Business: Financial 360 LLC Address: 2000 Tower Oaks Blvd Ste 250, Rockville, MD, 20852-4375, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/15/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Representative/Paraplanner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-04 |
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