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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-17 |
| PA | RA | APPROVED | 2020-05-29 |
Branch Locations
One Pitcairn Place 165 Township Line Rd, Suite 1500, Jenkintown, PA 19046 • United States
Chalfont, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Randstad | Atlanta | GA | 11/2016 | 04/2017 |
| Randstad | Atlanta | GA | 04/2017 | 02/2018 |
| Snider Hockey | Philadelphia | PA | 05/2014 | 04/2017 |
| La Salle College High School | Wyndmoor | PA | 09/2016 | 05/2025 |
| Wissahickon Skating Club | Philadelphia | PA | 04/2017 | Present |
| Argosy University | Orange County | CA | 10/2016 | 05/2018 |
| The Vanguard Group, Inc. | Malvern | PA | 02/2018 | 02/2020 |
| Raymond James & Associates, Inc. | West Conshohocken | PA | 03/2020 | Present |
| Arcadia University | Chalfont | PA | 10/2023 | 08/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
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