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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-04 |
Branch Locations
3535 University Blvd W, Kensington, MD 20895 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities, Inc. | Falls Church | VA | 10/2014 | 06/2021 |
| Lpl Financial Llc | Mercersburg | PA | 06/2021 | 11/2025 |
| Raymond James Financial Services, Inc. | Kensington | MD | 11/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Kensington | MD | 11/2025 | Present |
(1)Name of Business: FINRA Address: Finra 1700 K St NW, Washington , DC, 20006, United States Activity Type: Part-Time Activity/Employment Position/Title: Consulting Investment Related: No Start Date: 03/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: FINRA Arbitrator, This activity was preapproved by RJ before I accepted an offer to join RJ. (2)Name of Business: LAfayette Federal credit Union Address: 3535 University Blvd W, Kensington, MD, 20895-1701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Program Manager (3)Name of Business: Lafayette Private Wealth Address: 3535 University Blvd W, Kensington, MD, 20895-1701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/03/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Program Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-25 |
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