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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-27
PA RA APPROVED 2025-10-22
  • TX RA
    APPROVED
    Since 2026-01-27
  • PA RA
    APPROVED
    Since 2025-10-22

Branch Locations

800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates Inc. Cranberry PA 10/2025 Present
C.S. Mckee, Lp Pittsburgh PA 08/2017 05/2018
Csm Advisors, Llc (Dba Cs Mckee, Formerly C.S. Mckee, Lp) Warrendale PA 06/2018 10/2025
Hefren-Tillotson, Inc (Acquired By Baird) Pittsburgh PA 05/2016 08/2017
Penn State University Erie PA 08/2014 05/2018
  • 10/2025 → Present
    Cranberry, PA
  • 08/2017 → 05/2018
    C.S. Mckee, Lp
    Pittsburgh, PA
  • 06/2018 → 10/2025
    Csm Advisors, Llc (Dba Cs Mckee, Formerly C.S. Mckee, Lp)
    Warrendale, PA
  • 05/2016 → 08/2017
    Hefren-Tillotson, Inc (Acquired By Baird)
    Pittsburgh, PA
  • 08/2014 → 05/2018
    Penn State University
    Erie, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
  • S66 Uniform Combined State Law Examination
    2025-10-01

View on SEC IAPD

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