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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-03 |
Branch Locations
1000 Commerce Park Drive, Suite 402, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 06/2014 | 03/2017 |
| Raymond James And Associates | Williamport | PA | 03/2017 | Present |
(1)Name of Business: Stepping Stones Holdings LLC Address: 93 Woodland Ct., Montoursville , PA, 17754, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/3 Ownership in creek rental. Property maintenance and management of rentals via rental website.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-05 |
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