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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
1800 Byberry Road Suite 906, Huntingdon Valley, PA 19006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Jenkintown | PA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Jenkintown | PA | 11/2016 | 03/2024 |
| Raymond James Financial Services, Inc. | Chalfont | PA | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Chalfont | PA | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-15 |
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