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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 |
| TX | RA | APPROVED | 2023-10-11 |
Branch Locations
11350 Mccormick Road Executive Plaza Iii, Suite 508, Hunt Valley, MD 21031 • United States
Cockeysville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Baltimore | MD | 06/2016 | 11/2017 |
| Janney Montgomery Scott Llc | Baltimore (Federal Hill) | MD | 11/2017 | 07/2021 |
| Janney Montgomery Scott Llc | Federal Hill | MD | 07/2021 | 09/2022 |
| Janney Montgomery Scott Llc | Hunt Valley | MD | 09/2022 | 10/2023 |
| Accompany Wealth Partners | Hunt Valley | MD | 10/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Hunt Valley | MD | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Hunt Valley | MD | 10/2023 | Present |
(1)Name of Business: Accompany Wealth Partners Address: 11350 McCormick Road Executive Plaza III, Suite 508, Hunt Valley, MD, 21031-1002, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 10/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Run the firm, it is our new affiliated firm
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-03-11 |
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