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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2009-01-02
  • NJ RA
    APPROVED
    Since 2009-01-02

Branch Locations

57 Schanck Road Suite C-1, Freehold, NJ 07728 • 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
Raymond James Financial Services, Inc Freehold NJ 12/2002 Present
Orlick & Co., Llp Freehold NJ 09/2002 Present
Raymond James Financial Services Advisors, Inc Freehold NJ 01/2009 Present
Rbh Corp Freehold NJ 09/2002 08/2019
  • 12/2002 → Present
    Raymond James Financial Services, Inc
    Freehold, NJ
  • 09/2002 → Present
    Orlick & Co., Llp
    Freehold, NJ
  • 01/2009 → Present
    Freehold, NJ
  • 09/2002 → 08/2019
    Rbh Corp
    Freehold, NJ
Other Businesses

(1)Name of Business: Orlick & Co., LLP d/b/a OBM Associates Address: 57 Schanck Rd, Ste C-1, Freehold, NJ, 07728, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: No Start Date: 09/01/2002 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am the managing member responsible for planning, operations management, client relations, staff development, financial oversight, risk management, change management, and quality control.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-11
  • S66 Uniform Combined State Law Examination
    2003-09-11

View on SEC IAPD

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