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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-07-23
  • MD RA
    APPROVED
    Since 2026-07-23

Branch Locations

1459 Potomac Ave Suite 1003 , Hagerstown, MD 21742 • 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, Inc. Hagerstown MD 03/2026 Present
Walter Reed Army Institute Of Research Silver Spring MD 11/2024 01/2026
Enspark Consulting Washington DC 07/2024 11/2024
Navy Federal Credit Union Vienna VA 09/2022 07/2024
Canyon Cowboy Canyon Lake CA 12/2017 07/2022
Latitude By Jr Temecula CA 10/2018 09/2019
Bj's Brewhouse Menifee CA 01/2017 12/2017
Double Deuce/Whiskey Girl San Diego CA 07/2015 10/2016
Mt. San Jacinto College Menifee CA 04/2016 04/2020
Antietam Wealth Management Hagerstown MD 03/2026 Present
George Mason University Fairfax VA 08/2022 05/2024
California State University - San Bernardino San Bernardino CA 08/2020 05/2022
Raymond James Financial Services Advisors, Inc. Hagerstown MD 07/2026 Present
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Hagerstown, MD
  • 11/2024 → 01/2026
    Walter Reed Army Institute Of Research
    Silver Spring, MD
  • 07/2024 → 11/2024
    Enspark Consulting
    Washington, DC
  • 09/2022 → 07/2024
    Navy Federal Credit Union
    Vienna, VA
  • 12/2017 → 07/2022
    Canyon Cowboy
    Canyon Lake, CA
  • 10/2018 → 09/2019
    Latitude By Jr
    Temecula, CA
  • 01/2017 → 12/2017
    Bj's Brewhouse
    Menifee, CA
  • 07/2015 → 10/2016
    Double Deuce/Whiskey Girl
    San Diego, CA
  • 04/2016 → 04/2020
    Mt. San Jacinto College
    Menifee, CA
  • 03/2026 → Present
    Antietam Wealth Management
    Hagerstown, MD
  • 08/2022 → 05/2024
    George Mason University
    Fairfax, VA
  • 08/2020 → 05/2022
    California State University - San Bernardino
    San Bernardino, CA
  • 07/2026 → Present
    Hagerstown, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-16
  • S66 Uniform Combined State Law Examination
    2026-07-16
Other Names
  • Marissa Zahra Bolouri-Rad
  • Marissa Bolouri-Rad

View on SEC IAPD

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