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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-10 |
Branch Locations
1900 Main Street Suite 265, Canonsburg, PA 15317 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Weatth Management | Canonsburg | PA | 04/2015 | 09/2025 |
| City National Bank | Canonsburg | PA | 09/2019 | 09/2025 |
| Raymond James & Associates | Canonsburg | PA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-19 |
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