Eric Robert Irwin

Current Employers

Employment History

• 06/2000 → Present
  Raymond James Financial Services, Inc.
  Altoona, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Altoona, PA
• 02/2014 → Present
  Accounting/Cpa
  Altoona, PA

Other Businesses

(1)Name of Business: Address: 892 Greenway Drive, Altoona, PA, 16601, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/12/2014 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Preparation of individual tax returnsActivity will take place mainly from February through April 15. Majority of work done during nonbusiness hours (2)Name of Business: GBU Life Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/21/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent to sell fixed annuities and life insurance through GBU (Greater Beneficial Union), a fraternal society based out of Pittsburgh. (3)Name of Business: Irwin Financial, Inc Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company. Doing business as "independent firm name". (4)Name of Business: Irwin Real Esate Jv Address: Electric Avenue, Lewistown, PA, 17044, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 33% partner (equal partners with my brother Brian Irwin and sister Kelly Adams) (5)Name of Business: Irwin Real Estate III Address: 1200 17th Street, Altoona PA , Altoona, PA, 16601, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 owner of building in which we operate (6)Name of Business: NSS Life (Agent) Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sales of fixed annuity products through NSS Life

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-04-04
• S63 Uniform Securities Agent State Law Examination
  2000-08-11