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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-10-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rodale Inc. | Emmaus | PA | 03/1990 | 03/2018 |
| Kappa Publisher Services | Blue Bell | PA | 03/2018 | 12/2018 |
| Raymond James Financial Services, Inc | Emmaus | PA | 01/2019 | 12/2019 |
| Raymond James Financial Services, Inc | Emmaus | PA | 12/2019 | Present |
(1)Name of Business: Address: Stone Harbor, NJ, 08247, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I purchased a beach condo in Stone Harbor, NJ and real estate agencies will be responsible for booking vacation rentals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-21 |
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