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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-08 |
| TX | RA | APPROVED | 2023-06-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc. | Parkersburg | WV | 07/2015 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 02/2017 | 06/2023 |
| Raymond James Financial Services, Inc. | Moorestown | NJ | 06/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Moorestown | NJ | 06/2023 | Present |
(1)Name of Business: Roskos Wealth Management Address: 217 Chester Ave Ste B, Moorestown, NJ, 08057-3326, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered client service associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-23 |
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