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500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-05 |
| CT | RA | APPROVED | 2024-09-24 |
Branch Locations
500 Office Center Drive Suite 400, Fort Washington, PA 19034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | New Haven | CT | 04/2015 | 07/2020 |
| Raymond James Financial Services Advisors Inc. | New Haven | CT | 05/2015 | 07/2020 |
| Kreitler Financial | New Haven | CT | 07/2020 | 04/2024 |
| Unemployed | New Haven | CT | 04/2024 | 09/2024 |
| Equita Financial Network, Inc | Fort Washington | PA | 09/2024 | Present |
| White Allium Wealth Advisors, Llc | New Haven | CT | 09/2024 | Present |
11 Sandpiper Road, LLC; non investment related; Truro, MA; owns 1 residential property for personal use; March 29,2022; 4 hrs/month; 0 during securities trading hours; Maintenance of residential property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-08 |
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