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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Columbia | PA | 02/2011 | 01/2018 |
| Raymond James Financial Services, Inc. | York | PA | 01/2018 | Present |
| Raymond James Financial Services Advisors Inc. | York | PA | 01/2018 | Present |
(1)Name of Business: Longview Wealth Solutions LLC Address: 120 Pine Grove Commons, York, PA, 17403, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/16/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Portfolio Strategist
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-23 |
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