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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-03-22 |
| DE | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2019-08-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Advisors Inc. | Bishopville | MD | 12/2011 | Present |
| Med Tech | New Castle | DE | 03/2012 | Present |
| Raymond James Financial Services, Inc | Berlin | MD | 12/2011 | Present |
| Military | New Castle | DE | 03/2012 | Present |
| Crd Financial Services | Berlin | MD | 12/2011 | Present |
1) DE AIR NATIONAL GUARD. MIDDLETOWN, MD. STARTED: 7/2000. DENTAL HEALTHCARE MANAGER. ENSURE PROPER CARE OF MILITARY MEMBERS AND THEIR DENTAL HEALTH. THIS IS APPROX ONE WEEKEND A MONTH TWO WEEKS A YEAR. 2) MED TECH. NEW CASTLE, DE. MEDICAL TECH FOR THE MILITARY. STARTED 3/20/2012 TO PRESENT. 4 HOURS WEEKLY, 0 DURING TRADING HOURS. NOT INVESTMENT RELATED. 2200 SPRUANCE ,NEW CASTLE, DE NATURE OF THE BUSINESS: MILITARY POSITION/TITLE: MILITARY INVESTMENT RELATED:NO START DATE: 03/19/2012 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 16 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 0 DESCRIPTION OF DUTIES: MED TECH 3) Name of Business : Crd Financial Services Address: 215 N Main St,Berlin, MD Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 12/12/2011 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-28 |
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