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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-24 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
3939 West Ridge Road Suite A-103, Erie, PA 16506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Erie | PA | 04/2002 | Present |
| Flagship Investment Group, Inc. | Erie | PA | 12/2016 | 05/2025 |
| Raymond James Financial Services Advisors, Inc | Erie | PA | 01/2009 | Present |
| N/A | Erie | PA | 10/2006 | Present |
(1)Name of Business: Flagship Investment Group, Inc. Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 11/28/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am an owner of Flagship Investment Group, Inc. (2)Name of Business: Flagship Investment Group, Inc. Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Third Party Administrator Position/Title: Agent Investment Related: No Start Date: 10/12/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Provide education to 401(k) participants and plan sponsors.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-12 |
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