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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | York | PA | 01/2015 | 03/2017 |
| Raymond James Financial Services,Inc | York | PA | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | York | PA | 03/2017 | Present |
(1) Name of Business: Gilbert Farms, LLC Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Agriculture/Farming Position/Title: Partner Investment Related: No Start Date: 09/04/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Help to oversee farming operations, book keeping, bill paying (2) Name of Business: Integrity Wealth Strategies, LLC Address: 1240 Woodberry Rd, York, PA, 017408, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: I have a DBA (Doing Business As) with this company. (3) Name of Business: P&L Real Properties, LLC Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/18/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real-estate (4) Name of Business: Paul W Gilbert Inc. Address: 6649 Reynolds Mill, Seven Valleys , PA, 17360, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Helping to oversee the rental of a warehouse (5) Name of Business: Tailored Wealth Management, LLC Address: 1240 Woodberry Rd, York, PA, 17360, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/04/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Daily running's of the financial services practice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-03-25 |
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