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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-10-18 |
Branch Locations
600 Eagleview Blvd Suite 300, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Malvern | PA | 08/2016 | 02/2019 |
| Don Kelley Auto Center | Newtown Square | PA | 08/2012 | 07/2018 |
| Key Investment Services Llc | Plymouth Meeting | PA | 02/2019 | 07/2019 |
| Keybank | Downingtown | PA | 02/2019 | 07/2019 |
| Pacer Financial, Inc. | Malvern | PA | 07/2019 | 02/2022 |
| Raymond James Financial Services, Inc. | Exton | PA | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Exton | PA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-18 |
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