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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-05-30 |
Branch Locations
200 Westgate Cir Ste 400, Annapolis, MD 21401 • United States
8045 Leesburg Pike Ste 500, Vienna, VA 22182 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Columbia | MD | 01/2014 | 10/2019 |
| Lee Financial Group | Columbia | MD | 01/2014 | 10/2019 |
| Patricia Beaver | Crownsville | MI | 09/2015 | 11/2017 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-22 |
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