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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-04-15 |
Branch Locations
15245 Shady Grove Rd Ste 240, Rockville, MD 20850 • United States
North Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2015 | 11/2019 |
| Charles Schwab & Co., Inc. | Washington | DC | 11/2019 | 01/2021 |
| Charles Schwab Bank | Washington | DC | 11/2019 | 01/2021 |
| Raymond James Financial Services Inc. | Rockville | MD | 01/2021 | 08/2022 |
| Raymond James Financial Services Advisors | Rockville | MD | 01/2021 | 08/2022 |
| Fidelity Brokerage Services | Washington | DC | 08/2022 | 04/2023 |
| Fidelity Personal And Workplace Advisors | Washington | DC | 09/2022 | 04/2024 |
| Raymond James Financial Services Advisors | Rockville | MD | 04/2024 | Present |
| Raymond James Financial Services Inc. | Rockville | MD | 04/2024 | Present |
(1)Name of Business: Lee, Sipe and Associates Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor (2) Name of Business: Serving Those Who Serve (STWS) Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/15/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-08 |
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