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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-09 |
| PA | RA | APPROVED | 2011-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New Hope Historical Society | New Hope | PA | 11/2005 | Present |
| Raymond James Financial Services, Inc | New Hope | PA | 07/2011 | Present |
| Raymond James Financial Services Advisors Inc. | New Hope | PA | 07/2011 | Present |
| Trust U/W Fbo Margaret K. Yarnall | New Hope | PA | 04/2018 | Present |
| Poa For Jean L. Greenwood | New Hope | PA | 05/2018 | Present |
| Tower Financial Partners | New Hope | PA | 06/2021 | Present |
(1)Name of Business: Tower Financial Partners Address: 31 N Sugan Rd, New Hope, PA, 18938, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/09/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA only
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-22 |
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