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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-01-05
PA RA APPROVED 2015-10-09
  • TX RA
    APPROVED_RES
    Since 2022-01-05
  • PA RA
    APPROVED
    Since 2015-10-09

Branch Locations

Lords Valley, PA • United States

633 North Easton Road, Glenside, PA 19038 • 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 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
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-25
  • S66 Uniform Combined State Law Examination
    2015-09-25
Other Names
  • Mitchell Lawrence Mazur

View on SEC IAPD

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