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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-18 |
| PA | RA | APPROVED | 2011-02-04 |
Branch Locations
499 North Hermitage Road, Hermitage, PA 16148 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Hermitage | PA | 02/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Hermitage | PA | 02/2011 | Present |
| Ristvey Investment Group | Hermitage | PA | 02/2011 | Present |
(1)Name of Business: Ristvey Investment Group Address: 499 N Hermitage Rd, Hermitage, PA, 16148, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/04/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Consultant (2)Name of Business: Shenango Valley Catholic School System Address: 2120 Shenango Valley Freeway, Hermitage, PA, 16148, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Advisory Board Investment Related: Yes Start Date: 08/14/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Participate as a board member of the advisory board. I will also serve on the Finance Committee assisting wth budget & finance questions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-10 |
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