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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 05/2005 | 05/2026 |
| Raymond James Financial Services Inc. | Lederach | PA | 05/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Lederach | PA | 05/2026 | Present |
(1)Name of Business: Lederach Financial, LLC Address: 503 Salfordville Rd, Lederach, PA, 19450, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/01/2014 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Management/Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-11 |
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