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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-18 |
| PA | RA | APPROVED | 2013-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-23 |
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