Daniel Joseph Sipe

Current Employers

Employment History

• 03/2004 → Present
  Raymond James Financial Services, Inc.
  Rockville, MD
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Rockville, MD
• 05/2018 → 03/2019
  Profeds/Fedimpact
  Foxlake, IL
• 08/2018 → 11/2020
  Federal Employee Benefits Advocates, Llc
  Parker, CO
• 03/2019 → 03/2021
  Ez Federal Benefits Education
  Silver Spring, MD

Other Businesses

(1)Name of Business: GIVE LLC Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 08/18/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner in GIVE LLC. Managerial and promotional responsibilities. (2)Name of Business: Lee Sipe and Associates Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850-3239, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2002 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Managing Partner (3)Name of Business: Lee, Sipe and Associates Address: 15245 Shady Grove Rd. #370 Rockville MD 20850, Rockville, MD, 20850, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 02/11/2002 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% owner of support company (4)Name of Business: Lee, Sipe And Associates Address: 15245 Shady Grove Rd. #240, rockville, MD, 20850, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 12/13/2006 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General agent (5)Name of Business: Lee, Sipe And Associates Address: 15245 Shady Grove Rd. #240, rockville, MD, 20850, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: No Start Date: 12/13/2006 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: General Agent (6)Name of Business: NA Address: 15245 Shady Grove Rd. #240, Rockville MD 20850, rockville, MD, 20850, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 01/17/2010 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: As part of previously approved insurance OBA will offer life insurance planning as part of charitable giving. No specific investments will be referenced. OBA forms will be signed as we do now. (7)Name of Business: NA Address: 15425 Shady Grove Rd. #240 Rockville MD 20850, rockville, MD, 20850, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 08/23/2005 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: GA for Canada Life, Ohio National and Lafayette Life (8)Name of Business: Serving Those Who Serve Address: 15245 Shady Grove Rd Ste 240, Rockville, MD, 20850, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/30/2014 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Founding Partner, Owner

Exams

• S66 Uniform Combined State Law Examination
  2004-08-13
• S63 Uniform Securities Agent State Law Examination
  1993-01-27

Other Names

• Dan Joseph Sipe