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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-10-09 |
Branch Locations
2077 Somerville Road Suite 320, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Coast Dyes Lacrosse Company | Towson | MD | 09/2021 | 08/2023 |
| Zingos Lacrosse Club | Ellicott City | MD | 09/2021 | 08/2022 |
| State Farm Insurance Company | Baltimore | MD | 06/2020 | 08/2020 |
| Gerardi's Bar & Grill | Mount Sinai | NY | 06/2019 | 09/2019 |
| Nutty Irishman | Farmingdale | NY | 12/2017 | 12/2019 |
| Stevenson University | Owings Mills | NY | 09/2017 | 06/2021 |
| That Meetball Place | Farmingdale | NY | 08/2016 | 09/2017 |
| Farmingdale High School | Farmingdale | NY | 09/2013 | 06/2017 |
| Equitable Advisors | New York | NY | 01/2022 | 01/2023 |
| True Baltimore Lacrosse | Baltimore | MD | 09/2022 | 10/2023 |
| Hornor, Townsend, & Kent Llc | Horsham | PA | 02/2023 | 10/2023 |
| Kestra Investment Services, Llc | Towson | MD | 10/2023 | 10/2025 |
| Kestra Advisory Services, Llc. | Towson | MD | 10/2023 | 10/2025 |
| Raymond James & Associates, Inc | Annapolis | MD | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-06 |
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