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Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-03-14
TX RA APPROVED 2024-03-14
  • MD RA
    APPROVED
    Since 2024-03-14
  • TX RA
    APPROVED
    Since 2024-03-14

Branch Locations

572 Titus Ave, Rochester, NY 14617 • United States

Ellicott City, MD • United States

9801 Washingtonian Blvd 330 [Satellite], Gaithersburg, MD 20878 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Advisors Rockville MD 08/2010 03/2020
Richmond Financial Group Rockville MD 01/2017 03/2020
Merc-Capital Laytonsville MD 04/2020 Present
Cetera Advisor Networks Llc El Segundo CA 04/2020 03/2024
Summit Financial Group Laytonsville MD 04/2020 05/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 03/2024
Wells Fargo Advisors Financial Network, Llc Gaithersburg MD 03/2024 Present
  • 08/2010 → 03/2020
    Raymond James Financial Services Advisors
    Rockville, MD
  • 01/2017 → 03/2020
    Richmond Financial Group
    Rockville, MD
  • 04/2020 → Present
    Merc-Capital
    Laytonsville, MD
  • 04/2020 → 03/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 04/2020 → 05/2021
    Summit Financial Group
    Laytonsville, MD
  • 06/2023 → 03/2024
    Schaumburg, IL
  • 03/2024 → Present
    Gaithersburg, MD
Previous Registrations
  • 2023-06-29 → 2024-03-15
    Lutherville, MD
    Gaithersburg, MD
  • 2021-05-20 → 2023-06-29
    Cetera Wealth Services, Llc
    Gaithersburg, MD
    Lutherville, MD
  • 2020-04-17 → 2021-05-20
    Summit Financial Group Inc
    Laytonsville, MD
  • 2010-08-30 → 2020-03-12
    Rockville, MD
    Rockville, MD
  • 2009-09-02 → 2010-08-18
    Grove Point Investments, Llc
    Rockville, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-09-29
  • S66 Uniform Combined State Law Examination
    2007-09-29
Other Names
  • Jason Bennett Turnbull
  • Jason Turnbull

View on SEC IAPD

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