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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-17 |
| VA | RA | APPROVED | 2026-06-17 |
Branch Locations
15245 Shady Grove Rd Ste 240, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2025 | 05/2026 |
| Pnc Bank | Mclean | VA | 05/2011 | 02/2025 |
| Raymond James Financial Services, Inc. | Rockville | MD | 06/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Rockville | MD | 06/2026 | Present |
(1) Name of Business: Lee, Sipe and Associates Address: 3963 Woodberry Meadow Drive, Fairfax, VA, 22033, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/14/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Serve as primary point of contact for select clients, coordinating the integrated delivery of financial planning, advice and guidance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-26 |
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