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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-05-19 |
| PA | RA | APPROVED | 2023-05-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | York | PA | 12/2011 | 03/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 03/2019 | 05/2023 |
| Bank Of America, N.A. | York | PA | 04/2019 | 05/2023 |
| Raymond James & Associates | Westminster | MD | 05/2023 | Present |
(1)Name of Business: Wagner, Greg & Jen Address: 4 Regal Drive, Hanover, PA, 17331, United States Activity Type: Control Person Position/Title: Power of Attorney (Acting) Investment Related: Yes Start Date: 04/30/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the Power of Attorney for my mother, who has [REDACTED] and is in full nursing care nursing home.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-27 |
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