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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-01-28
  • MD RA
    APPROVED
    Since 2026-01-28

Branch Locations

645 Baltimore Annapolis Blvd Suite 200, Severna Park, MD 21146 • United States

Annapolis, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2010 → Present
    Raymond James Financial Services
    Severna Park, MD
  • 10/2010 → Present
    Taylor Wealth Strategies
    Severna Park, MD
  • 03/2010 → Present
    Severna Park, MD
  • 03/2010 → Present
    Capitalistic Investment Services
    Severna Park, MD
Previous Registrations
  • 2008-01-01 → 2010-03-25
    Annapolis, MD
  • 2005-10-14 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Annapolis, MD
    Annapolis, MD
    St. Louis, MO
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-12
S63 Uniform Securities Agent State Law Examination 1986-10-28
  • S66 Uniform Combined State Law Examination
    2005-10-12
  • S63 Uniform Securities Agent State Law Examination
    1986-10-28
Other Names
  • Amy T Dhillon

View on SEC IAPD

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