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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-18 |
Branch Locations
6 Dock St Floor 1, Annapolis, MD 21401-1887 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Equity Services, Inc. | Waltham | MA | 01/1996 | 09/2025 |
| Raymond James Financial Services, Inc. | Annapolis | MD | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Annapolis | MD | 09/2025 | Present |
(1) Name of Business: First Reserve Retirement Services Address: 6 Dock St Fl 1, Annapolis, MD, 21401-1887, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/1994 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Independent Branch Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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