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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-06 |
| DC | RA | APPROVED | 2018-06-22 |
| VA | RA | APPROVED | 2018-06-20 |
Branch Locations
1850 Towers Crescent Plaza Suite 250, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Wealth Management | Rockville | MD | 04/2014 | 11/2017 |
| Janney Montgomery Scott, Llc | Washington | DC | 11/2017 | 05/2018 |
| Raymond James & Associates, Inc. | Washington | DC | 05/2018 | Present |
(1)Name of Business: National Institute of Transition Planning Address: 39 West Montgomery Avenue, Rockville, MD, 20850, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 04/28/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I will paid to speak on behalf of NITP about financial planning to federal employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-20 |
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