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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-10-12 |
| TX | RA | APPROVED | 2018-10-12 |
Branch Locations
190 Brodhead Rd Suite 323, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Bethlehem | PA | 05/2012 | 10/2018 |
| Raymond James Financial Services, Inc. | Bethlehem | PA | 10/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Bethlehem | PA | 10/2018 | Present |
| Lehigh Valley Center For Independent Living | Allentown | PA | 03/2017 | Present |
1) Monocacy Wealth Partners, LLC. Address: Bethlehem, PA Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 10/12/2018 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: Financial Advisor, Partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-12 |
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