Best Investors Account Sign in

Matthew James Margolis

Raymond James & Associates, Inc.

Newtown, PA

Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-03-17
  • PA RA
    APPROVED
    Since 2021-03-17

Branch Locations

5 Caufield Place Suite 201, Newtown, PA 18940 • 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 Newtown PA 08/2020 Present
Raymond James Newtown PA 09/2018 08/2020
Raymond James Newtown PA 06/2017 08/2017
Raymond James Newtown PA 05/2018 08/2018
Ursinus College Collegeville PA 08/2015 05/2018
Temple University Philadelphia PA 08/2018 05/2020
  • 08/2020 → Present
    Raymond James
    Newtown, PA
  • 09/2018 → 08/2020
    Raymond James
    Newtown, PA
  • 06/2017 → 08/2017
    Raymond James
    Newtown, PA
  • 05/2018 → 08/2018
    Raymond James
    Newtown, PA
  • 08/2015 → 05/2018
    Ursinus College
    Collegeville, PA
  • 08/2018 → 05/2020
    Temple University
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-16
  • S66 Uniform Combined State Law Examination
    2021-03-16

View on SEC IAPD

More in Newtown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor