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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | York | PA | 10/2015 | 02/2022 |
| Bank Of America, N.A. | York | PA | 03/2016 | 02/2022 |
| Raymond James Financial Services, Inc | York | PA | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | York | PA | 02/2022 | Present |
| Miller & Gay Investment Management | York | PA | 02/2022 | 12/2022 |
(1) Name of Business: Address: 2249 Spangler Cir, York, PA, 17406, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/30/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Collect rent. Make necessary repairs when needed. (2) Name of Business: Jeffrey A. Gay CFP Address: 1605 E Market St, York, PA, 17403-1258, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/31/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company providing payroll and benefits for employees in support of work as a Raymond James Financial Services branch (Jeffrey A. Gay Branch Manager). I serve as a financial advisor, advising clients, providing insurance products, and account service. (3) Name of Business: Miller & Gay Investment Management Address: 1605 E Market St, York, PA, 17403-1258, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/03/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assisting in the office with daily responsibilities involving financial advising, and investment management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-10 |
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