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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2021-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bny Mellon | Everett | PA | 07/2015 | 01/2017 |
| Bny Mellon | Pittsburgh | PA | 01/2017 | 03/2021 |
| Raymond James Financial Services | Wheeling | WV | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Wheeling | WV | 05/2021 | Present |
(1)Name of Business: St. Michael Parish Address: 1225 National Road, Wheeling, WV, 26003, United States Activity Type: Non-profit Position/Title: Chair of the Board Investment Related: Yes Start Date: 01/27/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Serving on the Finance Council at my church St. Michael Parish. (2)Name of Business: Riverbridge Wealth Management Address: 1144 Market St Ste 200, Wheeling, WV, 26003-2941, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/10/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Partner (
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-26 |
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