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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2019-10-09
PA RA APPROVED 2015-06-05
  • NJ RA
    APPROVED
    Since 2019-10-09
  • PA RA
    APPROVED
    Since 2015-06-05

Branch Locations

190 Choate Circle Suite B, Montoursville, PA 17754 • United States

Lewisburg, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Montoursville PA 01/2015 Present
Raymond James Financial Services Advisors Inc. Montoursville PA 06/2015 Present
Other Businesses

(1)Name of Business: Aspire Wealth Group Address: 190 Choate Cir Ste B, Montoursville, PA, 17754, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a Wealth Advisor within Aspire Wealth Group working with clientele

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-03
  • S66 Uniform Combined State Law Examination
    2015-06-03

View on SEC IAPD

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