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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-09 |
| PA | RA | APPROVED | 2013-11-06 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Beaver | PA | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Beaver | PA | 11/2013 | Present |
| Covenant Financial Advisors | Beaver | PA | 04/2016 | Present |
| Covenant Partners Llc | Beaver | PA | 05/2017 | Present |
(1)Name of Business: Covenant Financial Advisors Address: 205 College Ave, Beaver, PA, 15009, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 04/01/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-compensated affiliate sharing office and staff resources (2)Name of Business: Covenant Partners LLC Address: 205 College Ave, Beaver, PA, 15009, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: non-compensated affiliate sharing office and staff resources (3)Name of Business: FTK Ventures, LLC Address: 205 College Ave, Beaver, PA, 15009, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 09/01/2017 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 will be one of the owners of the building, which we plan to rent/lease office space back to Covenant Partners, LLC (4)Name of Business: Gripstah LLC Address: 205 College Ave, Beaver, PA, 15009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner. Created for the new direct pay system
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-12 |
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