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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-08-06 |
Branch Locations
2003 S. Easton Road Suite 100, Doylestown, PA 18901 • United States
Holicong, PA • 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 |
|---|---|---|---|---|
| Citizens Securities, Inc. | Doylestown | PA | 07/2007 | 08/2020 |
| Raymond James & Associates, Inc | Doylestown | PA | 08/2020 | Present |
Mount Sinai Cemetery Association - Board member on board of directors. 3 annual meetings; 9 hours per year; since December 2009; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-01 |
| S66 | Uniform Combined State Law Examination | 2002-05-09 |
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