Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2016-04-06
  • PA RA
    APPROVED
    Since 2016-04-06

Branch Locations

202 Willow Valley Square, Lancaster, PA 17602 • 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, Inc Lancaster PA 10/2015 Present
Raymond James Financial Services Advisors Inc. Lancaster PA 04/2016 Present
Other Businesses

(1) Name of Business: Folk Financial LLC Address: 202 Willow Valley Sq, Lancaster, PA, 17602-4853, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of the LLC that pays payroll and office expenses for Raymond James 1099 income.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-25
  • S66 Uniform Combined State Law Examination
    2016-03-25
Designations
Other Names
  • Margaret Holden Gassert

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Lancaster, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor