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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-05-04 |
| GA | RA | APPROVED | 2015-02-12 |
| TX | RA | APPROVED_RES | 2011-08-12 |
| PA | RA | APPROVED | 2010-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Johnstown | PA | 02/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Johnstown | PA | 02/2010 | Present |
| Thomas Financial Associates Inc | Johnstown | PA | 02/2010 | Present |
(1)Name of Business: Copperfall Farms LLC Address: 357 Edgar Croyle Road, Hollsopple, PA, 15935, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor, Officer - President Investment Related: No Start Date: 02/25/2010 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own & operate small farm :livestock ,hay & grains,timber, minerals (2)Name of Business: Copperfall Properties Inc. Address: 357 Edgar Croyle Road, Hollsopple, PA, 15935, United States Activity Type: Rental Real Estate Position/Title: Officer - Secretary Investment Related: Yes Start Date: 11/09/2009 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Im Sec.Treas. my wife is President. Hands on review of documentation. Banking,taxes,insurance policies, accounting. Physical responsibility maintaining upkeep of property to high standards. (3)Name of Business: Thomas Financial Associates Inc. Address: 1404 Dwight Drive, Johnstown, PA, 15904, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/01/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1980-08-27 |
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