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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-16 |
| PA | RA | APPROVED | 2009-01-02 |
Branch Locations
274 West Lancaster Avenue - Ste 202, Malvern, PA 19355 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Malvern | PA | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Malvern | PA | 01/2009 | Present |
| Anchor Investment Group | Malvern | PA | 08/2016 | Present |
(1)Name of Business: Anchor Investment Group, Ltd. Address: 274 Lancaster Ave Ste 202, Malvern, PA, 19355, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/10/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Process bills, payroll for local support/branch as independent branch of Raymond James. (2)Name of Business: MUELLER,RJ Address: 274 Lancaster Ave Ste 202, Malvern, PA, 19355, United States Activity Type: Control Person Position/Title: Executor (Acting) Investment Related: Yes Start Date: 12/28/1998 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-24 |
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