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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Irwin Financial Inc. | Altoona | PA | 01/2007 | Present |
| Raymond James Financial Services, Inc. | Altoona | PA | 02/2007 | Present |
| Raymond James Financial Services Advisors, Inc | Altoona | PA | 01/2009 | Present |
(1) Name of Business: Arc of Blair County Address: 431 Jackson Ave, Altoona, PA, 16602, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: No Start Date: 10/24/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend monthly meetings (2) Name of Business: Irwin Financial, Inc Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/05/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company (3) Name of Business: N/A Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 04/15/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales and Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-11 |
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