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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-25 |
| PA | RA | APPROVED | 2023-10-11 |
Branch Locations
One Pitcairn Place 165 Township Line Rd, Suite 1500, Jenkintown, PA 19046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pitcairn | Jenkintown | PA | 01/2012 | 10/2016 |
| Marcum Llp | Philadelphia | PA | 10/2016 | 06/2022 |
| Raymond James Financial Services, Inc. | Philadelphia | PA | 09/2017 | 07/2018 |
| Raymond James Financial Services, Inc. | Philadelphia | PA | 07/2018 | 06/2019 |
| Raymond James Financial Services Advisors, Inc. | Philadelphia | PA | 06/2019 | 04/2021 |
| Marcum Financial Services Llc | Philadelphia | PA | 08/2017 | 04/2021 |
| Marcum Wealth, Llc | Philadelphia | PA | 04/2021 | 12/2022 |
| Yardley Wealth Management | Yardley | PA | 03/2023 | 08/2023 |
| Raymond James & Associates, Inc. | Jenkintown | PA | 10/2023 | Present |
(1) Name of Business: Address: 2084 Valley Road, Meadowbrook, PA, 19046, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/20/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own a residential rental property in Philadelphia, PA . I handle all tenant and property situations, but delegate the majority of the work to contractors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-30 |
| S66 | Uniform Combined State Law Examination | 2019-06-06 |
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