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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-04 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated (7691) | Hermitage | PA | 06/2009 | 06/2018 |
| Kennedy Catholic Schools | Hermitage | PA | 01/2018 | 06/2020 |
| Raymond James Financial Services, Inc. | Hermitage | PA | 06/2020 | Present |
| Finra | Hermitage | PA | 01/2010 | Present |
(1) Name of Business: Ristvey Investment Group Address: 499 North Hermitage Rd, Hermitage, PA, 16148, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/19/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment Broker (2) Name of Business: Sharon Sanitary Authority Address: Connelly Blvd. Coucil Chambers, Sharon, PA, 16146, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 05/12/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: to review the authority monthly along with other members of the board.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-03 |
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