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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2010-01-07 |
Branch Locations
1103 Rocky Drive Suite 203, West Lawn, PA 19609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | West Lawn | PA | 08/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | West Lawn | PA | 01/2010 | Present |
| March Lutz Wealth Management | Reading | PA | 05/2016 | Present |
(1)Name of Business: Avenues Foundation Address: n/a, Pottsville, PA, 17901, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: No Start Date: 12/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Foundation Board President (2)Name of Business: March Lutz Wealth Advisors Address: 1103 Rocky Rd Ste 203, Reading, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and Tom Lutz will be using this as our group name. (3)Name of Business: Schuylkill County Charity Bowl Basketball Committee Address: n/a, Pottsville, PA, 17901, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: No Start Date: 08/29/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee exists to plan, raise money for and execute a high school all-star basketball game for Schuylkill County PA high school students. (4)Name of Business: SML Financial Services Address: 1103 Rocky Rd Ste 203, Reading, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-09 |
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