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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-29 |
| CO | RA | APPROVED | 2025-08-28 |
| MD | RA | APPROVED | 2025-08-28 |
Branch Locations
7501 Wisconsin Ave. Suite 740W, Bethesda, MD 20814 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Washington | DC | 11/2008 | 07/2018 |
| Robert W Baird & Co., Incorporated | Durango | CO | 07/2018 | 10/2020 |
| Ameriprise Financial Services Inc | Durango | CO | 10/2020 | 08/2025 |
| Ameriprise Financial Services, Llc | Durango | CO | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Durango | CO | 10/2020 | 08/2025 |
| Raymond James & Associates | Timonium | MD | 08/2025 | 09/2025 |
| Raymond James & Associates | Durango | CO | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-02 |
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