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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2016-11-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America/Merrill Lynch | Princeton | NJ | 02/1998 | 09/2016 |
| Fulton Bank | Philidelphia | PA | 09/2016 | Present |
| Raymond James Financial Services, Inc. | Doylestown | PA | 11/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 11/2016 | Present |
(1)Name of Business: Bucks County Historical Society Address: 84 South Pine Street, Doylestown, PA, 18901, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 12/19/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist with the preservation of the Mercer Museum and Fonthill Castle. (2)Name of Business: The Chamber of Commerce of Greater Philadelphia Address: 101 Floral Vale Blvd, Yardley, PA, 19067, United States Activity Type: Non profit Position/Title: Board Member, Executive Member Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member. Chair of the finance committee. No signing authority.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-10 |
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