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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-24 |
| 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 | York | PA | 01/2018 | Present |
(1) Name of Business: Ashton Rae Inc 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 (2) Name of Business: LongView Wealth Solutions 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 | 2006-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-14 |
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