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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-14 |
| PA | RA | APPROVED | 2019-05-03 |
Branch Locations
740 Hamilton Street Suite 220, Allentown, PA 18101 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Allentown | PA | 04/1994 | 05/2019 |
| Bank Of America, N.A. | Allentown | PA | 09/2009 | 05/2019 |
| Raymond James & Associates, Inc. | Center Valley | PA | 05/2019 | Present |
I*44556 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: PERKIOMEN VALLEY SCHOOL DISTRICT FOUNDATION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 3 IRON BRIDGE DRIVE, COLLEGEVILLE, PENNSYLVANIA 19426 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: OTHER, BOARD MEMBER START DATE OF RELATIONSHIP: 10/1/2011 NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOARD MEMBER...ASSIST WITH FUND RAISING ACTIVITIES TO SUPPORT THE PV SCHOOL DISTRICT
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-08-09 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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