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538 Preston Avenue, Meriden, CT 06450-4858 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hermitage | PA | 05/2015 | 01/2017 |
| Raymond James Financial Services Advisors Inc. | Hermitage | PA | 05/2015 | 01/2017 |
| Ristvey Investment Group | Hermitage | PA | 05/2015 | 01/2017 |
| Cathleen Beatrice | Hermitage | PA | 09/2016 | 10/2021 |
| Infinex Investments, Inc. | Meriden | CT | 01/2017 | Present |
| Mercer County State Bank | Sandy Lake | PA | 01/2017 | Present |
1.) Mercer County State Bank. Banking. Yes, investment related. AVP Branch Banking. Started Jan 2017. Approx 160 hours per month. All during trading hours. Manage others and branch.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-13 |
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