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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-21 |
| TX | RA | APPROVED_RES | 2024-02-20 |
Branch Locations
301 Oxford Valley Road Suite 803B, Yardley, PA 19067 • United States
Richboro, PA • United States
Cape May, NJ • 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 |
|---|---|---|---|---|
| Janney Montgomery Scott Llc | Yardley | PA | 03/2014 | 02/2024 |
| Raymond James Financial Services, Inc. | Yardley | PA | 02/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Yardley | PA | 02/2024 | Present |
(1) Name of Business: Bucks County Contributionship Address: 107 Corporate Drive E 107, Langhorne, PA, 19047, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director, Committee Member Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board Member, Executive Committee Member, Investment Committee Chair (2) Name of Business: Lutschaunig Wealth Management Address: 301 Oxford Valley Rd Ste 803B, Yardley, PA, 19067-7714, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/20/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial planning/wealth management under RJFS umbrella (independent).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-11-16 |
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