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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-08-25
TX RA APPROVED 2022-08-25
  • PA RA
    APPROVED
    Since 2022-08-25
  • TX RA
    APPROVED
    Since 2022-08-25

Branch Locations

800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States

Lower Burrell, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hefren-Tillotson Pittsburgh PA 10/2009 08/2022
Raymond James & Associates, Inc Cranberry Township PA 08/2022 Present
Previous Registrations
  • 2009-10-12 → 2022-08-25
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
    Wexford, PA
    Wexford, PA
    Wexford, PA
  • 1999-04-30 → 2009-10-27
    Pittsburgh, PA
    Pittsburgh, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-03-24
S65 Uniform Investment Adviser Law Examination 1996-03-21
  • S63 Uniform Securities Agent State Law Examination
    2010-03-24
  • S65 Uniform Investment Adviser Law Examination
    1996-03-21

View on SEC IAPD

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