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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-02-15 |
Branch Locations
835 Springdale Drive Suite 204, Exton, PA 19341 • United States
Landsdale, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Putnam Inv./Putnam Retail Management | Boston | MA | 01/2008 | 11/2017 |
| Unemployed | Lansdale | PA | 11/2017 | 03/2018 |
| Kestra Investment Services, Llc | Wilmington | DE | 03/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Exton | PA | 02/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Exton | PA | 02/2019 | Present |
| Ash Brokerage | Exton | PA | 02/2019 | 07/2019 |
| Brandywine Valley Financial Services. | Exton | PA | 02/2019 | Present |
(1)Name of Business: Brandywine Valley Financial Services Address: 835 Springdale Drive Suite 204, Exton, PA, 19341, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor, and support companies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-18 |
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