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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-09-01 |
Branch Locations
303 International Circle Suite 350, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Lutherville | MD | 11/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lutherville | MD | 11/2016 | 09/2022 |
| Raymond James Financial Services, Inc. | Hunt Valley | MD | 09/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Hunt Valley | MD | 09/2022 | Present |
(1)Name of Business: ClearPlan Wealth Management Address: 303 International Cir Ste 350, Hunt Valley, MD, 21030-1462, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ClearPlan is my support company and is subleasing space to another RJ Advisor / practice (2)Name of Business: ClearPlan Wealth Management Inc Address: 1122 Kenilworth Dr Ste 307, Towson, MD, 21204-2146, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Owner, Founder / Financial advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-29 |
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