James Maxwell Masloff

Current Employers

Employment History

• 05/2008 → Present
  Raymond James Financial Advisors
  Charlottesville, VA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Charlottesville, VA

Previous Registrations

• 1999-11-05 → 2008-05-21
  Mml Investors Services, Llc
  Charlottesville, VA
  Charlottesville, VA

Other Businesses

(1)Name of Business: Cedar Point, LLC Address: 2090 Bentivar Dr, Charlottesville, VA, 22911, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a Managing Member in the LLC. The LLC was set up simply to own a family vacation home and to facilitate gifting of the asset from one generation to another. We do not operate any business/rental of the property. (2)Name of Business: Clarity Wealth Partners, LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/08/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 100% an LLC called "James M. Masloff LLC". This LLC owns 50% of Clarity Wealth Partners LLC, a support company for our financial planning and investment practice. Clarity Wealth Partners LLC was formerly named "Dean and Masloff Financial Advisors LLC" formed 05/08/2008. (3)Name of Business: Dmfa, Llc Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/08/2008 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 an LLC, taxed as partnership, managing a rental property. This property is the location from which we operate our financial advisory practice. (4)Name of Business: Financial Group of Virginia Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 01/01/1992 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Health Insurance coordination provided to clients who have previously purchased group health benefits. I do not act as a health insurance agent in this work. I only communicate with the business owners that use the group benefits and the Financial Group of Virginia to assist them in making certain benefit related decisions. (5)Name of Business: James M. Masloff, LLC Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own 100% of this LLC which owns 50% of our support company, Clarity Wealth Partners, LLC. (6)Name of Business: James Masloff Address: 941 Glenwood Station Ln Ste 201, Charlottesville, VA, 22901, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/01/1991 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I service a small, pre-existing block of life and disability insurance.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-22
• S63 Uniform Securities Agent State Law Examination
  1987-12-22

Designations