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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2009-01-02 |
Branch Locations
214 West Main St-Ste. 106, Moorestown, NJ 08057 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Morrestown | NJ | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Moorestown | NJ | 01/2009 | Present |
(1)Name of Business: Address: 103 Bank Ave , Riverton, NJ, 08077, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 10/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Address: 103 Bank Ave, Riverton, NJ, 08077, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 04/18/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board Of Governors-Greater Wildwood Yacht Club (3)Name of Business: Borough of Riverton, NJ Address: 505A Howard Street, Riverton, NJ, 08077, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Other Investment Related: No Start Date: 03/06/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member of the Planning Board (4)Name of Business: Christ Church Address: 103 Bank Ave , Riverton, NJ, 08077, United States Activity Type: Non profit Position/Title: Other Investment Related: Yes Start Date: 11/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance Committee member (5)Name of Business: Moorestown Securities, LLC Address: 214 W Main St , Moorestown, NJ, 08057, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/27/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: this is the LLC for branch 57C (6)Name of Business: Riverton Steamboat Landing Foundation (RSLF) Address: 103 BANK AVE, RIVERTON, NJ, 08077, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 04/12/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: member of the endowment committee , THIS IS A VOLUNTEER POSITION
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-05 |
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