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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-04-04 |
| TX | RA | APPROVED_RES | 2018-04-04 |
Branch Locations
1012 Washington Boulevard, Williamsport, PA 17701 • United States
Duboistown, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 01/2008 | 04/2018 |
| Raymond James Financial Services, Inc. | Williamsport | PA | 04/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Williamsport | PA | 04/2018 | Present |
| Miiller Financial Solutions Llc | Williamsport | PA | 03/2018 | Present |
| Iller Financial Solutions Llc | Williamsport | PA | 03/2018 | Present |
(1)Name of Business: Emory & Cooper Real Estate LLC Address: 2591 Loray Ave , Duboistown , PA, 17702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage commercial real estate. These duties include, maintenance & upkeep, collecting rents, preparing financial statements to provide to CPA, and any other activities of ownership. (2)Name of Business: Miller Financial Solutions LLC Address: 1012 Washington Blvd, Williamsport, PA, 17701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/26/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor and Branch Manager for Raymond James office CUJ. My duties include, managing the investment portfolios, meeting with and discussing portfolios with clients, working with my staff to provide customer service, and coordinate marketing. (3)Name of Business: Rural Ave Rental Property Address: 2591 Loray Ave , Duboistown , PA, 17702, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage residential real estate. These duties include, maintenance & upkeep, collecting rents, preparing financial statements to provide to CPA, and any other activities of ownership. (4)Name of Business: SPIA - Single Premium Income Annunities Address: 1012 Washington Blvd, Williamsport, PA, 17701, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/26/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Work with client to manage income streams on existing SPIAs that I've become agent of record. And occasionally issue a new SPIA policy directly with the insurance company that can't be held directly at RJ (5)Name of Business: Stoney Ridge Real Estate LLC Address: 2591 Loray Ave , Duboistown , PA, 17702, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 11/20/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Managing Member - Pay Taxes, Work with DCNR on Clean & Green and Right of Way Annual Agreement
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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