Thomas Paul Lutz

Current Employers

Employment History

• 07/2009 → Present
  Raymond James Financial Services, Inc.
  West Lawn, PA
• 08/2009 → Present
  Raymond James Financial Service Advisors Inc.
  West Lawn, PA
• 05/2016 → Present
  March Lutz Wealth Management
  Reading, PA

Other Businesses

(1)Name of Business: March Lutz Wealth Advisors Address: 1103 Rocky Rd Ste 203, Reading, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is our DBA name. (2)Name of Business: Property Owner (No Business Name) Address: 27 Howard Street, Reading, PA, 19609, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/11/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I rent out a home. (3)Name of Business: SML Financial Services Address: 1103 Rocky Drive, Suite 203, West Lawn, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support company

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-01-17
• S63 Uniform Securities Agent State Law Examination
  2005-12-06

Other Names

• Tom P Lutz