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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Meadville | PA | 01/2001 | Present |
| Seidel Financial Inc. | Meadville | PA | 08/2007 | 01/2020 |
| Raymond James Financial Services Advisors, Inc | Meadville | PA | 01/2009 | Present |
(1)Name of Business: ARCK, LLC Address: 761 N Main St, Meadville, PA, 16335, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Determining lease/rent, BLDG MAINTENANCE (2)Name of Business: McCaffrey Address: 761 N Main St, Meadville, PA, 16335-2529, United States Activity Type: Control Person Position/Title: Health care POA (Acting), Power of Attorney (Acting), Executor (Named Only) Investment Related: Yes Start Date: 04/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Acting as POA and Executor of my Aunts Estate. My Aunt is still living and managing her own financial affairs at this time but i am listed as her Executor, POA and health care POA.. (3)Name of Business: Oasis on Osprey Condo Assn Inc. Address: 5230 Gibson Hill Rd, Edinboro, PA, 16412, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/28/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Condo association contracts with a Property Management company who handles all bill payments and financial transactions. Boards responsibility is to manage property, create and manage annual budget, set HOA assessment etc.. (4)Name of Business: Richard D. Seidel, Jr. Address: 761 N Main St, Meadville, PA, 16335, United States Activity Type: Tax Preparation Position/Title: Independent Contractor Investment Related: No Start Date: 07/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assisting and/or Preparing 1040 tax returns (5)Name of Business: Richard D. Seidel, Jr. Address: 761 N Main St, Meadville, PA, 16335, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 08/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sale of Fixed rate annuities, Non variable Life Insurance and Long-term care (6)Name of Business: Seidel Wealth Strategies Address: 761 N Main St, Meadville, PA, 16335, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/01/2007 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of support company (7)Name of Business: The Vault Course LLC Address: 761 N Main St Suite A, Meadville, PA, 16335-2529, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Operating Golf simulator recreation and training facility.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-25 |
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