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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-23 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Doylestown | PA | 01/2021 | Present |
| Duquesne University | Pittsburgh | PA | 08/2016 | 05/2017 |
| Maxwell Football Club | Ambler | PA | 06/2017 | 08/2017 |
| Squires Golf Club | Ambler | PA | 06/2017 | 08/2017 |
| Duquesne University | Pittsburgh | PA | 08/2017 | 12/2017 |
| Ursinus College | Collegeville | PA | 01/2018 | 05/2018 |
| Coral Homes | Philadelphia | PA | 06/2018 | 08/2018 |
| Squires Golf Club | Ambler | PA | 06/2018 | 08/2018 |
| Ursinus College | Collegeville | PA | 08/2018 | 05/2019 |
| Sea Grill | Avalon | NJ | 05/2019 | 06/2019 |
| Ursinus College | Collegeville | PA | 08/2019 | 12/2019 |
| Insight Global | King Of Prussia | PA | 01/2020 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-23 |
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