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Account
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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-09-05 |
| TX | RA | APPROVED_RES | 2019-09-05 |
Branch Locations
875 N. Easton Road Suite 2, Doylestown, PA 18902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Doylestown | PA | 09/2007 | 09/2019 |
| Raymond James Financial Services, Inc. | Doylestown | PA | 09/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Doylestown | PA | 09/2019 | Present |
Name of Business: SGI Address: 875 N Easton Rd Ste 2, Doylestown, PA, 18902, United States Activity Type: Business Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This account exists for payroll. I am the administrative assistance to the financial advisor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-22 |
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