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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2017-03-03 |
Branch Locations
1000 Commerce Park Drive, Suite 402, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsport | PA | 05/1996 | 03/2017 |
| Bank Of America, N.A. | Williamsport | PA | 12/2009 | 03/2017 |
| Raymond James & Associates | Williamsport | PA | 03/2017 | Present |
(1)Name of Business: 31302 May Drive Address: 185 Turnback Road, Montgomery, PA, 17752, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own a home at the beach. We plan to rent it on occasionally when we are not using it. Note- we have not rented the property in the last 2 years and don't plan to rent it this year but completing just in case we rent it out for a brief period of time. (2)Name of Business: Muddy Feet Retreat LLC Address: 185 Turnback Road, Montgomery, PA, 17752, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are purchasing a property that we will rent on a seasonal basis. (3)Name of Business: Red Raider Foundation Address: 185 Turnback Road, Montgomery, PA, 17752, United States Activity Type: Non profit Position/Title: Director Investment Related: No Start Date: 02/11/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: At Large Board MemberAssist in fundraising.Assist in distributing grants to teachers and students of the Montgomery Area School District
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-18 |
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