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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-13 |
| PA | RA | APPROVED | 2009-04-24 |
Branch Locations
835 Springdale Drive Suite 204, Exton, PA 19341 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Exton | PA | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Exton | PA | 04/2009 | Present |
(1)Name of Business: Address: 118 Rosewood , Downingtown, PA, 19335, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Collect rent and answer any calls from tenant such as probelms with heating, airconditioning, water in basement, etc. (2)Name of Business: Brandywine Valley Financial Services, LLC Address: 835 Springdale Drive, Suite 204, Exton, PA, 19341, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Other Investment Related: No Start Date: 04/09/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner and Operator of Support Company and provider of financial plannng and investment services to clients. (3)Name of Business: Jenkins Address: 118 Rosewood Court, Downingtown, PA, 19335, United States Activity Type: Control Person Position/Title: Executor (Acting), Successor trustee (Acting) Investment Related: Yes Start Date: 01/28/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Executor of Moms Estate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-01 |
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