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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-09-30 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
600 Eagleview Blvd Suite 300, Exton, PA 19341 • United States
Rock Hall, MD • United States
Pottstown, PA • United States
2 disclosure categories 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 | Malvern | PA | 02/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Malvern | PA | 01/2009 | Present |
Name of Business: Amalfitano Financial Group Address: 600 Eagleview Drive, Suite 300, Exton, PA, 19341, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/31/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-18 |
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