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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-08 |
Branch Locations
92 Lancaster Avenue Suite 205, Devon, PA 19333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Radnor | PA | 06/2010 | 10/2018 |
| Wealthcare Advisory Partners, Llc | West Chester | PA | 12/2018 | 05/2020 |
| Lpl Financial Llc | Drexel Hill | PA | 04/2019 | 12/2019 |
| Stifel Nicolaus & Co Inc | Conshohocken | PA | 07/2020 | 04/2021 |
| Apw Capital, Inc. | Rockaway | NJ | 05/2021 | 11/2021 |
| Raymond James Financial Services, Inc. | Lancaster | PA | 11/2021 | 05/2022 |
| Raymond James Financial Services Advisors, Inc. | Lancaster | PA | 11/2021 | 05/2022 |
| Fulton Bank | Lancaster | PA | 11/2021 | 05/2022 |
| Fulton Financial Advisors | Lancaster | PA | 11/2021 | 05/2022 |
| Rbc Capital Martkets, Llc | Lancaster | PA | 05/2022 | 07/2026 |
| Raymond James & Associates, Inc. | Devon | PA | 07/2026 | Present |
| St Agnes Church | West Chester | PA | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-12-28 |
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
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