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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-01
PA RA APPROVED 2018-01-17
  • TX RA
    APPROVED_RES
    Since 2021-10-01
  • PA RA
    APPROVED
    Since 2018-01-17

Branch Locations

120 Pine Grove Commons, York, PA 17403 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Columbia PA 02/2011 01/2018
Raymond James Financial Services, Inc. York PA 01/2018 Present
Raymond James Financial Services Advisors Inc. York PA 01/2018 Present
Longview Wealth Solutions Llc York PA 01/2018 Present
Previous Registrations
Other Businesses

(1)Name of Business: GARWEB, LLC Address: Pine Grove Commons, York, PA, 17403, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/03/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC which was originally established between Jason Weber (Co owner and FA of LongView Wealth Solutions) and myself to purchase an office building in 2012. We never executed a purchase and left the entity dormant. We have leased our current office for ten years and that lease expires January 31st, 2023. We will now be establishing the entity to purchase an office suite on January 3rd, 2023. The purpose of the office will be to conduct our current FA business solely. (2)Name of Business: LongView Wealth Solutions LLC Address: 120 Pine Grove Commons, York, PA, 17403, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-27
S63 Uniform Securities Agent State Law Examination 1996-11-07
  • S65 Uniform Investment Adviser Law Examination
    2006-01-27
  • S63 Uniform Securities Agent State Law Examination
    1996-11-07

View on SEC IAPD

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