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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-24 |
| DE | RA | APPROVED | 2018-03-16 |
| TX | RA | APPROVED_RES | 2014-02-13 |
| MD | RA | APPROVED | 2013-10-02 |
Branch Locations
2000 Tower Oaks Blvd Suite 250, Rockville, MD 20852 • United States
Traddord, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Rockville | MD | 01/2005 | Present |
| Fpa | Rockville | MD | 05/2013 | 06/2022 |
| Raymond James Financial Services Advisors Inc. | Rockville | MD | 09/2013 | Present |
(1)Name of Business: Address: 7803 Cadbury Avenue, Potomac, MD, 20854, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: Yes Start Date: 03/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Club - I have no financial control or input on investment decisions. This is merely a social club. (2)Name of Business: Financial-360, LLC Address: 2000 Tower Oaks Blvd Suite 250, Rockville, MD, 20852, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/23/2013 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. (3)Name of Business: NA - Nonvariable Insurance Address: 2000 Tower Oaks Blvd Suite 250, Rockville, MD, 20852, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/23/2005 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-28 |
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