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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2014-11-05 |
Branch Locations
3939 West Ridge Road Suite A-103, Erie, PA 16506 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Erie | PA | 11/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Erie | PA | 11/2014 | Present |
| Flagship Investment Group | Erie | PA | 12/2014 | Present |
(1)Name of Business: Flagship Investment Group Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I provide investment management and financial planning to individual clients, families and businesses. (2)Name of Business: Flagship Investment Group Address: 3939 W Ridge Rd Ste A103, Erie, PA, 16506, United States Activity Type: Third Party Administrator Position/Title: Agent Investment Related: Yes Start Date: 12/09/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I provide education to 401(k) participants and plan sponsors, conduct enrollment meetings, and discuss loan and distribution options.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-15 |
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