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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-07-24 |
Branch Locations
101 East 8Th Ave Suite 100, Conshohocken, PA 19428 • United States
Gladwyne, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Conshohocken | PA | 07/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Conshohocken | PA | 07/2009 | Present |
| Tower Financial | Conshohocken | PA | 12/2010 | Present |
| Non-Variable Insurance | Conshohocken | PA | 12/2010 | 05/2019 |
| N/A - Fixed Insurance | Conshohocken | PA | 07/2021 | Present |
(1)Name of Business: Address: 101 E 8th Ave Ste 100, Conshohocken, PA, 19428, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/28/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: offering fixed life options to my clients (2)Name of Business: CFG. Private Wealth Address: 101 E 8th Ave Ste 100, Conshohocken, PA, 19428-1779, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 06/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: we are rebranding from Christopher Financial Group to CFG. Private Wealth as the DBA (3)Name of Business: Christopher Financial Group Llc Address: 101 E 8th Ave Suite 100, conshohocken, PA, 19428, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 07/17/2009 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 of support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-16 |
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