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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-04 |
| TX | RA | APPROVED | 2023-09-06 |
| MD | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
25 Penncraft Avenue Suite 401-402, Chambersburg, PA 17201 • United States
5806 Tidewater Preserve Blvd, Bradenton, FL 34208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chambersburg | PA | 07/2011 | 09/2023 |
| Bank Of America, N.A. | Chambersburg | PA | 01/2012 | 09/2023 |
| Raymond James & Associates, Inc | Timonium | MD | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-30 |
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