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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-10-06 |
Branch Locations
800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Cranberry Township | PA | 06/2015 | 02/2022 |
| Charles Schwab Bank Ssb | Cranberry Township | PA | 06/2015 | 02/2022 |
| Ubs Financial Services.iNc | Wilmington | PA | 04/2022 | 10/2025 |
| Raymond James & Associates Inc. | Cranberry | PA | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-04-09 |
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