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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Four Suns Fitness Center | Honesdale | PA | 06/2022 | 05/2024 |
| Wallenpaupack Area School District | Hawley | PA | 08/2022 | Present |
| Wayne Bank | Honesdale | PA | 05/2021 | 08/2021 |
| Thinksense.aI | London | 06/2020 | 07/2020 | |
| Meagher-Ellis Law | Honesdale | PA | 06/2017 | 09/2020 |
| Susquehanna University | Selinsgrove | PA | 08/2018 | 05/2022 |
| Western Wayne School District | Varden | PA | 01/2012 | 05/2018 |
| Susquehanna University | Selinsgrove | PA | 10/2021 | 10/2021 |
| Raymond James Financial Services, Inc | Honesdale | PA | 06/2022 | Present |
| Krupa Wealth Management | Honesdale | PA | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Honesdale | PA | 01/2023 | Present |
(1)Name of Business: Krupa Wealth Management Address: 614 Church St, Honesdale, PA, 18431-1821, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/12/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets. \nOffering strategic advice on products and services, such as investments, insurance coverage and debt management tools. \nTrading stocks and bonds. \nPerforming market research to stay current with financial trends. \nPreparing financial documents, such as income projections and investment reports. \nIdentifying and pursuing potential clients to maintain a strong client base (2)Name of Business: Wallenpaupack School District Address: Hc 6 Box 6069, Hawley, PA, 18428, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Varsity Football Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
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