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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-03-13
PA RA APPROVED 2009-04-24
  • TX RA
    APPROVED_RES
    Since 2023-03-13
  • PA RA
    APPROVED
    Since 2009-04-24

Branch Locations

835 Springdale Drive Suite 204, Exton, PA 19341 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Exton PA 04/2009 Present
Raymond James Financial Services Advisors, Inc Exton PA 04/2009 Present
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-02-01
  • S66 Uniform Combined State Law Examination
    2001-02-01
Designations

View on SEC IAPD

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