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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-23 |
| PA | RA | APPROVED | 2010-08-27 |
Branch Locations
3475 West Chester Pike Suite 250, Newtown Square, PA 19073 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Newtown Square | PA | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Newtown Square | PA | 08/2010 | Present |
| Windsor E Recycling | Newtown Square | PA | 11/2022 | 12/2025 |
(1)Name of Business: Address: 3475 West Chester Pike, Newtown Square, PA, 19073, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/27/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: sales of non variable insurance (2)Name of Business: Triumph Partners Address: 7 roberts road, newtown square , PA, 19073, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 04/13/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Group Life, Health, and Medical Insurance.Life Insurance,LTCIt also is my operating company in which deposits and checks are written for branch (3)Name of Business: Triumph Partners Address: 3475 West Chester Pike, Newtown Square, PA, 19073, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/26/2018 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1991-02-13 |
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