Alexander Foster Cabot

Current Employers

Employment History

• 11/2012 → Present
  Raymond James Financial Services, Inc.
  Berwyn, PA
• 11/2012 → Present
  Raymond James Financial Services Advisors Inc.
  Berwyn, PA

Previous Registrations

• 2009-10-02 → 2012-11-14
  Wiley Group
  West Conshohocken, PA

Other Businesses

(1)Name of Business: Alexander Cabot, Author Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 12/18/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I have co-authored a book on retirement planning. The RJFS compliance approval number is 2897542 (2)Name of Business: Alexander F Cabot, E.A. Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/31/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As an enrolled agent, I will be assisting individuals and small businesses with tax planning and consulting, tax preparation, and representation. All of this will be conducted independently from my affiliation with Raymond James. (3)Name of Business: Birch Run Aviation LLC Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC will have no business purpose apart from owning the title to my aircraft. (4)Name of Business: Birch Run Financial Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/09/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support company (5)Name of Business: Mastering the Money Mind: A New Way of Thinking about Personal Finance Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 03/31/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ed and I have written the book, and it will be used primarily for marketing purposes. We will be making it available for sale on Amazon as well. (6)Name of Business: N21056 LLC Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: N21056 LLC is being formed to hold the title to an aircraft. I plan on leasing the aircraft to Chester County Aviation for primary flight training and rental use. (7)Name of Business: N717VT LLC Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: N717VT LLC is being formed to hold the title to an aircraft. I plan on leasing the aircraft to Chester County Aviation for primary flight training and rental use. (8)Name of Business: N83076 LLC Address: 205 Clover Ln, Phoenixville, PA, 19460, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: N83076 LLC is being formed to hold the title to an aircraft. I plan on leasing the aircraft to Chester County Aviation for primary flight training and rental use.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-02-14
• S63 Uniform Securities Agent State Law Examination
  2005-10-17

Designations