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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-18 |
| PA | RA | APPROVED | 2014-04-02 |
Branch Locations
One Pitcairn Place 165 Township Line Rd, Suite 1500, Jenkintown, PA 19046 • United States
1735 Market Street Suite 1400, Philadelphia, PA 19103 • United States
Bala Cynwyd, PA • United States
Sweet Valley, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Rydal | PA | 03/2001 | Present |
| Rlb Holdings Llc | Bala Cynwyd | PA | 07/2018 | Present |
(1)Name of Business: RLB Holdings LLC Address: 339 Trevor Lane , Bala Cynwyd, PA, 19004, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/12/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real estate holding company owned by me and my wife Caren Jones, managed by my CPA.. We are investors in a property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-01-11 |
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