Michael Brian Irwin

Current Employers

Employment History

• 08/1998 → Present
  Raymond James Financial Services, Inc.
  Altoona, PA
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Altoona, PA
• 05/2009 → 07/2019
  Nss Group
  Mcmurray, PA
• 04/2019 → Present
  Jersey Shore State Bank
  State College, PA

Other Businesses

(1) Name of Business: Gbu Life Address: 1200 Seventeenth Street, Altoona, PA, 16601, United States Activity Type: Non-variable Insurance Position/Title: Other, Agent Investment Related: Yes Start Date: 09/14/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assess non-variable insurance objectives and recommend solutions or refer to appropriate personnel in affiliated organizations. (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: 09/30/2010 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. Doing Business As (Indepentent Firm Name) (3) Name of Business: Irwin Real Estate Address: 329 Sylvan Oakes Drive, Hollidaysburg, PA, 16648, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/01/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (4) Name of Business: Irwin Real Estate III Address: 1200 17th St, Altoona, PA, 16601, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2004 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (5) Name of Business: Pennsy Homes LLC Address: 1200 Seventeenth Street, Altoona, PA, 16601, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 10/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (6) Name of Business: Pennsy Partners Address: 1637 E Pleasant Valley Blvd Suite 2, Altoona, PA, 16602, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 02/12/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partnership bought land for potential development. 2023 update: partnership still exists but land was sold. No activity. (7) Name of Business: Pennsy Properties Llc Address: 1637 E Pleasant Valley Boulevard, Altoona, PA, 16602, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/02/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: 1/2 interest in LLC. (8) Name of Business: Bettercare Health Insurance Agency, Inc. Address: 1200 17th St, Altoona, PA, 16601-3181, United States Activity Type: Referral Fees Position/Title: Other Investment Related: No Start Date: 04/30/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Branch FAs have referred clients to a health insurance broker for Medicare/ Health/ Group Health consultations.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-30
• S63 Uniform Securities Agent State Law Examination
  1998-09-25