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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-01 |
| PA | RA | APPROVED | 2021-09-20 |
Branch Locations
222 Blue Course Drive, State College, PA 16803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Altoona | PA | 10/2014 | 02/2018 |
| Morgan Stanley | State College | PA | 03/2018 | 09/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 09/2021 |
| Raymond James Financial Services, Inc. | State College | PA | 09/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | State College | PA | 09/2021 | Present |
(1)Name of Business: King Financial Partners Address: 222 Blue Course Dr, State College, PA, 16803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/17/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Certified Financial Planner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-17 |
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