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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-10 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prudential Investment Management Service | Yardley | PA | 09/2015 | 09/2021 |
| Prudential Insurance Company Of America | Yardley | PA | 09/2015 | 09/2021 |
| Fidelity Investments | Warrington | PA | 09/2021 | 08/2026 |
| Fidelity Investments | Boston | MA | 03/2025 | 08/2026 |
| Raymond James & Associates, Inc | Doylestown | PA | 08/2026 | Present |
OBA-63020|OrgNmn:Choice Fields LLC|Org Addr:Yardley,Pennsylvan,US|OBA Nature:Sells original books and music|Invst Rel:N|Title:cofounder|Duties:Oversight|StrtDt:07-01-06|TotHrs/mon:3|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-23 |
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