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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-07-17 |
Branch Locations
92 Lancaster Avenue Suite 205, Devon, PA 19333 • United States
Morgantown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 08/2016 | 01/2018 |
| Bb&T | West Chester | PA | 01/2018 | 01/2019 |
| Bbtis | Charlotte | NC | 01/2018 | 02/2021 |
| Bbtsec | Richmond | VA | 01/2018 | 02/2021 |
| Bb&T | West Chester | PA | 01/2019 | 02/2021 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 10/2020 | 07/2023 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 11/2020 | 07/2023 |
| Raymond James & Associates | Devon | PA | 07/2023 | Present |
| College For Financial Planning - A Kaplan Company | Morgantown | PA | 08/2025 | Present |
| Cfp(R) Board | Washington | DC | 03/2021 | Present |
(1) Name of Business: Address: 29 Hunters Hill Dr, Morgantown, PA, 19543, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: Mill Hill Hunting Camp Address: 29 Hunters Hill Drive, Morgantown, PA, 19543, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/13/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My brother and I own a hunting camp on 20 acres in Centre County, PA. For non-owners, we charge them room and board of $20/day + food. For minority owners we just charge them for food since they pay annual dues per their share of ownership. We have the camp in an LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-19 |
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