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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-11-01 |
Branch Locations
92 Lancaster Avenue Suite 205, Devon, PA 19333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates | Devon | PA | 07/2018 | Present |
| Gagliardi Insurance Services | Philadelphia | PA | 03/2016 | 06/2018 |
| Drexel University | Philadelphia | PA | 09/2018 | Present |
(1)Name of Business: Drexel University Address: 3130 Walnut St, Philadelphia, PA, 19104, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 09/15/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assistant hockey coach. (2)Name of Business: McCloskey Address: 270 W Valley Forge Road , King of Prussia , PA, 19406, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 12/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. Serve as a co-trustee over his charitable trust. (3)Name of Business: McCloskey Address: 270 W Valley Forge Rd, King of Prussia, PA, 19406, United States Activity Type: Control Person Position/Title: Power of Attorney (Named Only), Successor trustee (Acting) Investment Related: Yes Start Date: 03/22/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. Ensure the trust is carried out in its entirety.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-31 |
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