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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-14 |
| PA | RA | APPROVED | 2014-08-08 |
| NJ | RA | APPROVED | 2007-07-02 |
| TX | RA | APPROVED | 2007-07-02 |
Branch Locations
902 Carnegie Center Blvd Suite 320, Princeton, NJ 08540 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Princeton | NJ | 06/2007 | Present |
(1)Name of Business: Barlow Address: 101 Arborlea Ave, Yardley, PA, 19067, United States Activity Type: Control Person Position/Title: Personal representative (Acting) Investment Related: Yes Start Date: 05/26/2023 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 the Rep Payee on a bank account for my son's SSI payments. We opened the account at Wells Fargo because RJ does not allow for "Rep Payee"-titled accounts. (2)Name of Business: Barlow Peter Address: 101 Arborlea Ave, Yardley, PA, 19067, United States Activity Type: Control Person Position/Title: Trustee (Acting), Other (Acting) Investment Related: Yes Start Date: 05/31/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. Trustee for my disabled son's Special Needs Trust
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-03 |
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