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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| DC | RA | APPROVED | 2016-06-09 |
| MD | RA | APPROVED | 2016-05-20 |
Branch Locations
2077 Somerville Road Suite 320, Annapolis, MD 21401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Washington | DC | 05/2016 | 12/2016 |
| Raymond James & Associates, Inc. | Baltimore | MD | 12/2016 | Present |
| Raymond James & Associates,Inc | Washington | DC | 07/2017 | Present |
(1)Name of Business: Lord, Gretchen H Address: 2077 Somerville Rd, Annapolis, MD, 21401, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/10/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. trustee for sisters irrevocable trust (2)Name of Business: Vacation Home that went rent out 6-10 weeks a year Address: 480 Old orchard cir, millersville, md, 21108, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vacation home that we rent several weeks out of the year when the family is not using
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-04 |
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