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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-03-12 |
Branch Locations
Millennium One, 20 Ash Street, Conshohocken, PA 19428 • 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 & Associates, Inc. | West Conshohocken | PA | 04/2000 | 03/2020 |
| Child Guidance Resource Centers | Havertown | PA | 01/2016 | Present |
| Stifel Nicolaus & Co Inc | Conshohocken | PA | 03/2020 | Present |
Colonial Village Community Association; 1134 Pugh Road Wayne PA 19087; social, legislative, and communication functions about the community; President; Govern the operations and collaborate with other board members; 4/3/2025; 1 hours per week; not during securities trading hours; not inv related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-12 |
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