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40 Burton Hills Blvd Suite 350, Nashville, TN 37215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-09-12 |
| TX | RA | APPROVED | 2025-09-12 |
Branch Locations
7701 Forsyth Blvd. 8Th Floor, Clayton, MO 63105 • United States
2 E. Second Street, Oil City, PA 16301 • United States
1378 Freeport Rd. Suite 3A, Pittsburgh, PA 15238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pioneer Funds Distributor, Inc. | Boston | MA | 08/2011 | 08/2022 |
| Raymond James & Associates, Inc. | Oil City | PA | 09/2022 | 09/2025 |
| &Partners | Nashville | TN | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-22 |
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