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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-02-16 |
| TX | RA | APPROVED | 2024-02-16 |
Branch Locations
602 S Atwood Road Suite 208, Bel Air, MD 21014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bel Air | MD | 03/2015 | 02/2024 |
| Bank Of America, N.A. | Bel Air | MD | 02/2017 | 02/2024 |
| Raymond James Financial Services, Inc. | Bel Air | MD | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Bel Air | MD | 02/2024 | Present |
(1)Name of Business: AS Industries LLC Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single Member Owner (2)Name of Business: Crescendo Financial Group Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Certified Divorce Financial Analyst Position/Title: Investment Related: Yes Start Date: 03/31/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: (3)Name of Business: Crescendo Financial Group LLC Address: 602 S Atwood Rd Ste 208, Bel Air, MD, 21014-4329, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Crescendo is our DBA name for our partnership with RJFS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-02 |
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