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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 2025-07-18
PA RA APPROVED 2013-11-20
  • TX RA
    APPROVED_RES
    Since 2025-07-18
  • PA RA
    APPROVED
    Since 2013-11-20

Branch Locations

205 College Ave, Beaver, PA 15009 • 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. Beaver PA 11/2013 Present
Raymond James Financial Services Advisors Inc. Beaver PA 11/2013 Present
Covenant Partners, Llc Beaver PA 05/2016 Present
Covenant Financial Advisors Beaver PA 05/2016 Present
Covenant Annuity And Insurance Beaver PA 08/2016 Present
  • 11/2013 → Present
    Raymond James Financial Services, Inc.
    Beaver, PA
  • 11/2013 → Present
    Beaver, PA
  • 05/2016 → Present
    Covenant Partners, Llc
    Beaver, PA
  • 05/2016 → Present
    Covenant Financial Advisors
    Beaver, PA
  • 08/2016 → Present
    Covenant Annuity And Insurance
    Beaver, PA
Previous Registrations
Other Businesses

(1)Name of Business: Barclay Hill Partners, LLC Address: 1725 Second Street, Beaver, PA, 15009, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/18/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC for sole purpose of owning undeveloped land. The property was previously owned by an LLC and we purchased the LLC for the purpose of purchasing the land. (2)Name of Business: Covenant Annuity and Insurance Address: The Quay House, 205 College Avenue, Beaver, PA, 15009, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 08/16/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Covenant Annuity and Insurance is a division of Covenant Partners, LLC. The purpose of this divisin is for the sales and service of fixed annuities and life insurance which will be written through 3 local fraternal organizations -- GCU, GBU, NSS Life (3)Name of Business: Covenant Financial Advisors Address: 205 College Avenue, Beaver, PA, 15009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Owner of Support company (4)Name of Business: Covenant Partners, LLC Address: 205 College Avenue, Beaver, PA, 15009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (5)Name of Business: FTK Ventures, LLC Address: The Quay House, 205 College Avenue, 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 are currently rent/lease office space back to Covenant Partners, LLC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-19
S63 Uniform Securities Agent State Law Examination 1994-03-23
  • S65 Uniform Investment Adviser Law Examination
    2010-11-19
  • S63 Uniform Securities Agent State Law Examination
    1994-03-23

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