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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-09-08
  • PA RA
    APPROVED
    Since 2025-09-08

Branch Locations

595 E. Swedesford Road Suite 360, Wayne, PA 19087 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Wayne PA 05/2022 Present
Target Corporation Pottstown PA 08/2019 08/2021
Desales University Center Valley PA 08/2020 05/2025
Boyertown Area School District Boyertown PA 06/2015 06/2020
Raymond James Financial Services Advisors, Inc. Wayne PA 09/2025 Present
  • 05/2022 → Present
    Raymond James Financial Services, Inc.
    Wayne, PA
  • 08/2019 → 08/2021
    Target Corporation
    Pottstown, PA
  • 08/2020 → 05/2025
    Desales University
    Center Valley, PA
  • 06/2015 → 06/2020
    Boyertown Area School District
    Boyertown, PA
  • 09/2025 → Present
    Wayne, PA
Other Businesses

(1)Name of Business: Birch Run Financial LLC Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087-1621, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/20/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor at the branch.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-27
  • S66 Uniform Combined State Law Examination
    2025-08-27

View on SEC IAPD

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