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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-19 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Harrisburg | PA | 01/1999 | Present |
| Heritage Financial Services | Harrisburg | PA | 06/2002 | 12/2016 |
| Raymond James Financial Services Advisors, Inc | Harrisburg | PA | 01/2009 | Present |
| Frampton Kimmel Group | Harrisburg | PA | 06/2004 | 12/2016 |
(1)Name of Business: evolve Financial Planning, Inc. Address: 2415 N Front St, Harrisburg, PA, 17110, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: All responsibilities associated with the profession of a Certified Financial Planner. (2)Name of Business: Honeymoon Investment Club Address: 132 Keims Dr., Tower City, PA, 17980, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 02/01/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-founder (1995) and member of investment club (currently 40 members). I have not attended a meeting in several years. At this stage, I have no involvement in the decisions. (3)Name of Business: Jacqueline A, Kimmel Address: 2415 N Front St, Harrisburg, PA, 17110, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/13/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I personally own and maintain the office building located at 2415 N. Front St., Harrisburg. This building has 3 tenants including evolve Financial Planning, Inc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-20 |
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