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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| PA | RA | APPROVED | 2017-10-17 |
Branch Locations
926 Main Street Suite B, Rome, PA 18837 • United States
Troy, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Citizens National Bank | Canton | PA | 05/2009 | 12/2016 |
| Lpl Financial Llc | Canton | PA | 10/2011 | 12/2016 |
| Doterra International | Troy | PA | 07/2014 | Present |
| Raymond James Financial Services, Inc. | Rome | PA | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Rome | PA | 10/2017 | Present |
(1)Name of Business: JP Financial Address: 926 Main St Ste B, Rome, PA, 18837, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/20/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a registered associate, mostly helping with client related activities - trades, client reviews, phone calls, etc. I also handle most of the compliance activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-15 |
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