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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-01-07 |
| MD | RA | APPROVED | 2009-01-02 |
Branch Locations
645 Baltimore Annapolis Blvd. Suite 200, Severna Park, MD 21146 • United States
Annapolis, MD • United States
Dewey Beach, DE • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Severna Park | MD | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Severna Park | MD | 01/2009 | Present |
| Capitalist Investment Services | Severna Park | MD | 01/2004 | 12/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-09 |
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