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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-11 |
Branch Locations
2000 Tower Oaks Boulevard Suite 250, Rockville, MD 20852 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winston House, Llc | Washington | DC | 07/2015 | 09/2016 |
| Raymond James Financial Services, Inc | Rockville | MD | 10/2016 | Present |
| Raymond James Financial Services Advisors, Inc | Rockville | MD | 10/2023 | Present |
| Financial 360, Llc | Rockville | MD | 10/2016 | Present |
(1)Name of Business: Financial 360, LLC Address: 2000 Tower Oaks Blvd Ste 250, Rockville, MD, 20852, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 10/24/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Chief Operating Officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
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