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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-10 |
| PA | RA | APPROVED | 2022-08-03 |
Branch Locations
200 Willow Valley Square, Lancaster, PA 17602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lancaster | PA | 04/2022 | Present |
| Cosaic | Charlottesville | VA | 12/2014 | 04/2022 |
| Raymond James Financial Services Advisors | Lancaster | PA | 08/2022 | Present |
Investment Planning Group, Inc. Not investment related. Support company/DBA (non-owner). Registered Associate. Started: 04/04/2022. Lancaster, PA. 0 hrs per month, 0 during trading hrs. Support staff.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-02 |
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