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3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-06-26 |
Branch Locations
1610 West Street Suite 105, Annapolis, MD 21401 • United States
3030 North Rocky Point Drive West Suite 700, Tampa, FL 33607 • United States
1610 West Street Suite 105, Annapolis, MD 21401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2009-01-27 |
Branch Locations
1610 West Street Suite 105, Annapolis, MD 21401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2009 | 03/2017 |
| Severn Financial Advisors, Llc | Annapolis | MD | 01/2009 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2012 | 03/2017 |
| Commonwealth Financial Network | Waltham | MA | 03/2017 | 06/2026 |
| Independent Financial Partners | Tampa | FL | 06/2026 | Present |
1. Severn Financial Advisors, LLC; IAR of financial planning RIA. Conducted at branch location, investment related. 2. Selling fixed insurance under 'Severn Financial Advisors, LLC. Investment related and conducted at branch location. 3. Co-owner, Stephen James & Associates; a private entity established to facilitate securities, advisory, and insurance business; as of 1/01/2026; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-02-29 |
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