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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-06 |
| MD | RA | APPROVED | 2026-07-29 |
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 |
|---|---|---|---|---|
| Mosquito Hunters | Crofton | MD | 05/2021 | 08/2021 |
| Glory Days Grill | Edgewater | MD | 05/2019 | 08/2019 |
| Big Chill Beach Club | Bethany Beach | DE | 05/2017 | 08/2017 |
| Osaic Wealth Inc. | Ellicott City | MD | 08/2023 | 09/2025 |
| Dematha Catholic Highschool | Hyattsville | MD | 08/2015 | 07/2019 |
| Virginia Tech | Blacksburg | MD | 08/2019 | 07/2023 |
| Edward Jones | St. Louis | MO | 01/2026 | 07/2026 |
| Unemployed | Davidsonville | MD | 09/2025 | 12/2025 |
| Raymond James & Associates, Inc | Annapolis | MD | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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