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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-03-15 |
Branch Locations
15245 Shady Grove Road Suite 24, Rockville, MD 20850 • United States
Millersville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Buttonwood Financial Advisors, Inc. | Baltimore | MD | 07/2019 | 01/2024 |
| Sofi's Crepes - Fell's Point | Baltimore | MD | 07/2016 | 05/2019 |
| Raymond James Financial Services, Inc. | Rockville | MD | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Rockville | MD | 03/2024 | Present |
(1)Name of Business: Lee, Sipe and Associates Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Relationship Manager (2)Name of Business: Serving Those Who Serve (STWS) Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Relationship Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-23 |
| S65 | Uniform Investment Adviser Law Examination | 2019-12-31 |
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