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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-05 |
| PA | RA | APPROVED | 2015-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Glenside | PA | 05/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Glenside | PA | 10/2015 | Present |
| Musician | Trooper, Norristown, Elkins Park, Wyncote | PA | 05/2015 | Present |
(1)Name of Business: BNI Address: 15 Cavalier Drive, Ambler, PA, 19002, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 05/10/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Receive and pass qualified referrals to and from other members of chapter. Use prepared script provided by BNI to run the weekly meeting. I do not vote on membership committee issues, and I do not have any check signing authority. Mentor Coordinator - I assign existing chapter members to new members to serve as a mentor to make sure that they get up and running within the networking group and monitor their progress on the organization's required trainings (2) Name of Business: Coventry Hill Wealth Management, LLC Address: 633 N Easton Rd, Glenside, PA, 19038-5126, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 02/12/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Support Company (3) Name of Business: Greenwood Financial Services, Inc. Address: 633 N Easton Rd, Glenside, PA, 19038 Activity Type: Support Company - Owner/Non-Owner Position/Title: Officer - President, Officer - CEO, Officer - Secretary, Associate/Employee Investment Related: No Start Date: HPM: 21-40 HPM trade hours: 21-40 Duties: Branch Manager / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-25 |
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