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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| PA | RA | APPROVED | 2022-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Beaver | PA | 01/2022 | Present |
| Nellcom Technologies Llc | New Castle | PA | 02/2020 | 12/2021 |
| Cottrill, Arbutina & Associates | Beaver | PA | 09/2017 | 02/2020 |
| Castle Towing & Recovery | New Castle | PA | 06/2014 | 08/2017 |
1. Estate of Mary Ellen Rahner - not investment related - 400 Sebring Rd, Beaver, PA 15009 - Executrix (Acting) since date of Mom's death on 12/31/2020- 2-10 hours per month, 0-1 during trading hours, handle all matters in connection with settling the estate3 2. Testamentary Trust (created my Mom's estate) FBO Robert H Rahner (my only sibling) - includes bank account & RJ commission-based account - Trustee (Acting) pursuant to the will, effective 9/10/2021 - 400 Sebring Rd., Beaver, PA 15009 - 2-10 hours per month, 0-1 hours during trading hours - manage cash and security holdings (review statements, report to bene as appropriate) 3. Robert H. Rahner - includes RJ accounts - 29 Front Ct., Old Bridge, NJ 08857 - Health Care POA (Named only), POA (acting) starting 1/3/2022 - 0-1 hours per month, 0-1 hours during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-03 |
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