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517 S. Logan Blvd., Altoona, PA 16602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-07-30 |
| PA | RA | APPROVED | 2022-10-01 |
| TX | RA | APPROVED | 2022-10-01 |
Branch Locations
517 S. Logan Blvd., Altoona, PA 16602 • United States
Myrtle Beach, SC • United States
Hollidaysburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Altoona | PA | 04/2014 | 10/2022 |
| Raymond James Financial Services Advisors Inc. | Altoona | PA | 10/2014 | 10/2022 |
| Kooman & Associates, Llc (Dba) | Altoona | PA | 06/2017 | Present |
Penn Mont Academy Board Holidaysburg, PA Board Member Not Investment Related UPMC Foundation Board Altoona, PA Advisory Board Member Not Investment Related First Methodist Church of Hollidaysburg Holidaysburg, PA Board Member Not Investment Related Independent insurance agent, 2015,2 hours/month, all during securities trading hours; non-investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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