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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2020-03-02
  • PA RA
    APPROVED
    Since 2020-03-02

Branch Locations

2005 City Line Road Suite 200, Bethlehem, PA 18017 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Girard Partners, Ltd King Of Prussia PA 05/2015 12/2016
Girard Advisory Services Allentown PA 12/2016 03/2020
Univest Investments, Inc. Souderton PA 04/2010 12/2016
Raymond James Financial Services Advisors, Inc. Lancaster PA 03/2020 Present
Raymond James Financial Services, Inc. Lancaster PA 03/2020 Present
Girard Investment Services, Llc Allentown PA 08/2013 03/2020
Fulton Bank Bethlehem PA 04/2020 Present
  • 05/2015 → 12/2016
    Girard Partners, Ltd
    King Of Prussia, PA
  • 12/2016 → 03/2020
    Girard Advisory Services
    Allentown, PA
  • 04/2010 → 12/2016
    Univest Investments, Inc.
    Souderton, PA
  • 03/2020 → Present
    Lancaster, PA
  • 03/2020 → Present
    Raymond James Financial Services, Inc.
    Lancaster, PA
  • 08/2013 → 03/2020
    Girard Investment Services, Llc
    Allentown, PA
  • 04/2020 → Present
    Fulton Bank
    Bethlehem, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-28
S63 Uniform Securities Agent State Law Examination 1998-06-04
  • S65 Uniform Investment Adviser Law Examination
    2015-04-28
  • S63 Uniform Securities Agent State Law Examination
    1998-06-04
Other Names
  • Edward Clewell

View on SEC IAPD

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