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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-30 |
| TX | RA | APPROVED | 2021-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lancaster | PA | 02/2020 | 08/2020 |
| Fulton Bank | Elizabethtown | PA | 03/2019 | 02/2020 |
| Donnelley Financial Solutions | Lancaster | PA | 01/2019 | 02/2019 |
| Ufinancial | Lancaster | PA | 10/2018 | 01/2019 |
| Overlook Golf Course | Lancaster | PA | 07/2012 | 10/2018 |
| Raymond James Financial Services, Inc. | Lancaster | PA | 08/2020 | 06/2021 |
| Fulton Bank | Lancaster | PA | 02/2020 | 06/2021 |
| Fulton Financial Advisors | Lancaster | PA | 02/2020 | 06/2021 |
| Raymond James Financial Services Advisors, Inc. | Lancaster | PA | 01/2021 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Petersburg | FL | 06/2021 | Present |
I*1260319 For profit or not for profit: Entity For Profit Name of outside business organization: Cruise One, Inc. Investment related: No Address of business: Wakefield, Massachusetts, 01880 Position, title, association: Other Start date of relationship: 8/11/2023 Number of hours devoted: 10 hours Weekly Number of hours devoted during trading hours: 0 Duties: My wife and I will buy a franchise of Cruise One, Inc. We will operate under the guidelines, rules and regulations of the contract with Cruise One, Inc who owns the rights to these franchises., My wife and I will plan and setup traveling events for people I*4852273 Entity Type: Governmental Name of OBA: Pinellas County Address: St Petersburg, Florida, 33701 Investment Related: No Position, Title, Association: Committee Employee Start Date: 05/19/2026 Number of Hours: 5, Weekly Number of Hours during trading: 0 Duties: The South St. Petersburg Community Redevelopment Plan is a multifaceted revitalization effort that embraces both traditional placed-based¿ economic development strategies customary to redevelopment plans as well as people based strategies that seek to improve the education, workforce readiness and workforce training opportunities for the residents of South St. Petersburg. I will participate in meetings to help guide the committee in strategic planning to redevelop the south St. Pete community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-08 |
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