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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-09-20 |
Branch Locations
190 Choate Cir Ste B, Montoursville, PA 17754 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Montoursville | PA | 02/2022 | 05/2022 |
| Raymond James Financial Services, Inc | Montoursville | PA | 05/2022 | Present |
| Department Of Justice Federal Bureau Of Prisons | Allenwood | PA | 02/2019 | 02/2022 |
| Lycoming College | Williamsport | PA | 06/2016 | 05/2020 |
| Mccracken Heating & Cooling | Williamsport | PA | 04/2021 | Present |
| Central Pa Workforce Development Corporation (Cpwdc) | Lewisburg | PA | 05/2018 | 08/2018 |
| Eastern Lycoming Ymca | Muncy | PA | 08/2016 | 05/2020 |
| Montgomery Area School District | Montgomery | PA | 08/2017 | 12/2017 |
| H&R Block | Williamsport | PA | 01/2022 | 04/2022 |
| Raymond James Financial Services Advisors | Montoursville | PA | 09/2022 | Present |
(1)Name of Business: Allegiance Tax Services Address: 190 Choate Cir, Site B, Montoursville, PA, 17754-9701, United States Activity Type: Tax Preparation Position/Title: Associate/Employee Investment Related: No Start Date: 10/31/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I will be preparing tax returns for individuals and businesses. (2)Name of Business: Aspire Wealth Group Address: 190 Choate Cir Ste B, Montoursville, PA, 17754-9701, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/14/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered individual of Aspire Wealth Group
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-08 |
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