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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-05-11 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | York | PA | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc. | York | PA | 01/2009 | Present |
(1) , York, PA, 17406, Political Office/Activity I/R: No 07/10/2023 HPM: 2-10 HPM T H:: 0-1 Duties: (2) 1605 East Market Street Associates 1605 E Market St, York, PA, 17403-1258, Rental Real Estate Other I/R: Yes 02/01/2024 HPM: 0-1 HPM T H:: 0-1 Duties: I am the General Partner of 1605 East Market Street Associates which leases office space to RJ FS Branch 41Z. \nI plan to add a new office building tenant by leasing office space to Raymond James Bank. (3) 1605 East Market Street Associates 1605 East Market Street, York, PA, 17403, Rental Real Estate Partner I/R: Yes 01/01/2002 HPM: 0-1 HPM T H:: 0-1 Duties: East Market Street Associates is a partnership that owns the office building in which we operate the branch from. I am the only individual partner of this partnership. Market Street Financial & Political Consultants, LLC is the other Partner and I own 100% of that LLC. (4) Jeffrey A. Gay 1605 E. Market St., York, PA 17403, York, PA, 17403, Tax Preparation Other I/R: No 01/01/1993 HPM: 0-1 HPM T H:: 0-1 Duties: Prepare a basic tax return or assist a client with tax return preparation. This is done on a very limited basis. (5) Jeffrey A. Gay 1605 East Market Street, York, PA, 17403, Non-variable Insurance Agent I/R: Yes 01/01/1993 HPM: 2-10 HPM T H:: 0-1 Duties: Sale of whole and universal life ins., term life ins., medical & dental insurance, long-term care and fixed annuities. (6) Julie Wheeler for Commissioner , York, PA, 17406, Political Office/Activity I/R: No 04/09/2019 HPM: 0-1 HPM T H:: 0-1 Duties: (7) Market Street Financial & Political Consultants, LLC 1605 E. Market St., York, PA 17403, York, PA, 17403, Rental Real Estate Other I/R: Yes 12/26/1996 HPM: 2-10 HPM T H:: 0-1 Duties: I serve as President of Market Street Financial & Political Consultants, LLC which owns the land and building in which RJFS branch office 41Z occupies. (8) Miller & Gay Investment Management 1605 E Market St, York, PA, 17403, Support Company - Owner Other I/R: No 07/01/1997 HPM: 2-10 HPM T H:: 2-10 Duties: Support Company for my RJFS Branch Operations. FA Todd Miller, 4615, is other co-owner of this partnership for our support company. (9) Springettsbury Township, PA 1501 Mt. Zion Rd., York, PA, 17402, Political Office/Activity I/R: No 01/06/1992 HPM: 0-1 HPM T H:: 0-1 Duties: (10) Success with Scott , York, PA, 17406, Political Office/Activity I/R: No 02/01/2023 HPM: 2-10 HPM T H:: 0-1 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-11 |
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