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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2014-09-23 |
Branch Locations
5 North Main Street Suite 2B, Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Bel Air | MD | 09/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Bel Air | MD | 09/2014 | Present |
(1)Name of Business: ACSIA Partners Address: 5 N Main St, Bel Air, MD, 21014-8895, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 02/28/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Long Term Care (2)Name of Business: Calluna Vineyards Address: 11450 Brooks Road, Windsor, CA, 21244, United States Activity Type: Other Position/Title: Partner Investment Related: No Start Date: 01/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None. Investment from my Mother given to me and my brother (3)Name of Business: Ehrsam Wealth Strategies LLC Address: 5 N Main St Suite 2B, Bel Air, MD, 21014, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/19/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-06 |
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