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309 Third Street, Annapolis, MD 21403-2509 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2016-05-12 |
| TX | RA | APPROVED_RES | 2010-10-29 |
| VA | RA | APPROVED | 2000-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Fairfax | VA | 07/1998 | 12/2025 |
| Accordant Advisory Group, Inc. | Annapolis | MD | 01/2001 | Present |
| Mckee Holding Corporation | Washington | VA | 01/2010 | 11/2025 |
(1)Name of Business: STRUCK TRUST FBO JANE MCKEE Address: 309 Third St, Annapolis, MD, 21403, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 04/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Standard TTEE powers. The beneficiary is my niece.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-04 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-01 |
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