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5950 Symphony Woods Road Suite 412, Columbia, MD 21044 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2010-07-20 |
Branch Locations
5950 Symphony Woods Road Suite 412, Columbia, MD 21044 • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2010-07-06 |
Branch Locations
5950 Symphony Woods Road Suite 412, Columbia, MD 21044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbia | MD | 03/2010 | Present |
| Richard Wagener | Columbia | MD | 03/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Columbia | MD | 07/2010 | Present |
| Wagener-Lee, Llc | Columbia | MD | 06/2010 | Present |
(1)Name of Business: Wagener-Lee, LLC Address: 5950 Symphony Woods Rd Ste 412, Columbia, MD, 21044, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 09/22/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisor, Financial Planning (2)Name of Business: Wagener-Lee, LLC Address: 5950 Symphony Woods Rd Ste 412, Columbia, MD, 21044, United States Activity Type: Support Company - Owner : Advisor Investment Related: Yes Start Date: 06/14/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Associate/Employee, Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-24 |
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