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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-01 |
| PA | RA | APPROVED | 2018-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-11-07 |
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