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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-09 |
| PA | RA | APPROVED | 2025-10-23 |
Branch Locations
190 Choate Circle Suite B, Montoursville, PA 17754 • United States
Lewisburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 07/2019 | 03/2020 |
| Enterprise Rent-A-Car | Shamokin | PA | 05/2018 | 08/2018 |
| Bucknell University/Bucknell Sports Network | Lewisburg | PA | 11/2012 | 05/2018 |
| Ashway Game Farm | Milton | PA | 05/2013 | 09/2017 |
| Needham & Company | New York | NY | 04/2017 | 04/2017 |
| Bucknell University | Lewisburg | PA | 08/2015 | 05/2019 |
| Raymond James Financial Services, Inc. | Montoursville | PA | 07/2025 | Present |
| Woodlands Bank | Williamsport | PA | 03/2020 | 07/2025 |
| Aspire Wealth Group | Montoursville | PA | 07/2025 | Present |
| Lewisburg Area High School | Lewisburg | PA | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Montoursville | PA | 10/2025 | Present |
(1)Name of Business: Aspire Wealth Group Address: 190 Choate Cir Ste B, Montoursville, PA, 17754-9701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/16/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a wealth advisor within aspire wealth group, working with clientele.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-20 |
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