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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Harrisburg | PA | 11/2010 | 10/2018 |
| Triad Advisors Llc | Norcross | GA | 11/2018 | 09/2023 |
| Onedigital Investment Advisors | Norcross | GA | 09/2018 | 09/2023 |
| Independent Financial Partners | Harrisburg | PA | 11/2010 | 10/2018 |
| Onedigital/Strategic Retirement Group) | Harrisburg | PA | 08/2009 | 09/2023 |
| Jpmorgan Chase Bank, N.A. | Harrisburg | PA | 11/2024 | 02/2025 |
| J.P. Morgan Securities Llc | Harrisburg | PA | 11/2024 | 02/2025 |
| E.L. Klesser & Sons Restoration | Dillsburg | PA | 01/2020 | 03/2020 |
| Unemployed | Dillsburg | PA | 09/2023 | 11/2024 |
| Raymond James Financial Services, Inc. | York | PA | 02/2025 | Present |
| Miller & Gay Investment Management | York | PA | 02/2025 | Present |
| Jeffrey A. Gay, Cfp | York | PA | 03/2025 | Present |
(1)Name of Business: Jeffrey A. Gay, CFP Address: 1605 E Market St, York, PA, 17403-1258, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support of financial advisor practice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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