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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-11-13 |
| DC | RA | APPROVED | 2018-01-30 |
| MD | RA | APPROVED | 2017-12-13 |
Branch Locations
1899 Pennsylvania Ave N Ste 1000, Washington, DC 20006 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Retirement Wealth Advisors, Inc. | Rockville | MD | 08/2014 | 07/2017 |
| Monumental Financial Group | Rockville | MD | 12/2011 | 08/2017 |
| Raymond James & Associates | Washington | DC | 10/2017 | Present |
| Lmi | Annapolis | MD | 05/2025 | 12/2025 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-01-05 |
| S65 | Uniform Investment Adviser Law Examination | 2014-07-15 |
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