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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-05-19 |
Branch Locations
10210 Governor Lane Blvd Unit 2005 - Office 107, Williamsport, MD 21795 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sak Associates Inc. | Gaithersburg | MD | 06/2021 | 11/2022 |
| Wealth Management Institute, Ltd | Frederick | MD | 11/2013 | 06/2021 |
| Mutual Of Omaha Investor Services, Inc. | Gaithersburg | MD | 06/2021 | 11/2022 |
| Wealth Enhancement Advisory Services | New Market | MD | 11/2022 | 03/2024 |
| Wealth Enhancement Group | New Market | MD | 11/2022 | 03/2024 |
| Wealth Enhancement Brokerage Services | New Market | MD | 11/2022 | 03/2024 |
| Wells Fargo Advisors Financial Network, Llc | Gaithersburg | MD | 04/2024 | 02/2025 |
| Raymond James Financial Services Inc. | Williamsport | MD | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Williamsport | MD | 05/2025 | Present |
| Fsc Securities Corp / American Portfolios Financial Services | Adamstown | MD | 01/2014 | 06/2021 |
(1) All Seasons Wealth Non-Investment Related Williamsport, Maryland DBA/Support Company Advisor Started: 04/24/2025 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-06-12 |
| S65 | Uniform Investment Adviser Law Examination | 2022-09-17 |
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