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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-01-28 |
Branch Locations
645 Baltimore Annapolis Blvd Suite 200, Severna Park, MD 21146 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Severna Park | MD | 03/2010 | Present |
| Taylor Wealth Strategies | Severna Park | MD | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Severna Park | MD | 03/2010 | Present |
| Capitalistic Investment Services | Severna Park | MD | 03/2010 | Present |
(1)Name of Business: Capitalistic Investment services Address: 645 Baltimore Annapolis Blvd Ste 200, Severna Park, MD, 21146, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/24/2010 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Financial Advisor (2)Name of Business: Taylor Wealth Strategies Address: 645 Baltimore Annapolis Blvd, Severna Park, MD, 21146-3934, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/29/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-28 |
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