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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-24 |
| TX | RA | APPROVED | 2023-07-13 |
| PA | RA | APPROVED | 2023-07-05 |
Branch Locations
800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States
Pittsburgh, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Canonsburg | PA | 09/2014 | 07/2023 |
| Raymond James & Associates | Cranberry Township | PA | 07/2023 | Present |
(1)Name of Business: Address: 211 Jefferson Dr, Pittsburgh, PA, 15228, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/03/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Women's leadership, executive coaching (2)Name of Business: Address: 211 Jefferson Dr, Pittsburgh, PA, 15228, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 09/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Keynote speaker on women's leadership.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-02 |
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