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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-11-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Pittsburgh | PA | 05/2014 | 11/2023 |
| Penn Select Wealth Advisors | Pittsburgh | PA | 05/2014 | 06/2018 |
| Raymond James Financial Services Advisors Inc. | Pittsburgh | PA | 06/2014 | 11/2023 |
| Cambria Holdings Llc | Pittsburgh | PA | 01/2017 | Present |
| Cam Tax Consulting Llc | Pittsburgh | PA | 06/2018 | Present |
| Wells Fargo Advisors Financial Network, Llc | Pittsburgh | PA | 11/2023 | Present |
CAM TAX CONSULTING LLC, PITTSBURGH, PA, 100% OWNERSHIP, START 12/04/2023, 3 HOURS PER MONTH, ZERO HOURS DURING TRADING, TAX PREPARATION AND PLANNING BUSINESS. CAMBRIA HOLDINGS LLC, BETHEL PARK, PA, 100% OWNERSHIP, START 2/21/2017, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, HOLDS REAL ESTATE. PENN SELECT WEALTH ADVISORS LLC, INV RELATED, PITTSBURGH, PA, 100% OWNERSHIP, START 2/24/2014, 160 HOURS PER MONTH, 160 HOURS DURING TRADING, WFAFN PRACTICE. COMMERCIAL RENTAL PROPERTY, INV RELATED, PITTSBURGH, PA, 100% OWNERSHIP, START 12/5/2023, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING. ENROLLED AGENT, NOT INV RELATED, FEDERALLY ISSUED, START 4/1/2021, 4 HOURS PER MONTH, ZERO HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-25 |
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