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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-30 |
Branch Locations
5 Caufield Place Suite 201, Newtown, PA 18940 • United States
Lansdowne, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Abington | PA | 05/2016 | 08/2017 |
| Citizens Bank | Havertown | PA | 08/2017 | 01/2018 |
| Citizens Securities, Inc | Havertown | PA | 08/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 02/2018 | 12/2019 |
| Bank Of America, N.A. | Philadelphia | PA | 02/2018 | 12/2019 |
| Wells Fargo Clearing Services Llc | Radnor | PA | 12/2019 | 03/2022 |
| Raymond James & Associates Inc, | Newton | PA | 03/2022 | Present |
(1)Name of Business: Elite Game Co. Address: 55 E Essex Ave, Lansdowne, PA, 19050, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the domain and operate an affiliate marketing blog/website for pc gaming computers, laptops and accessories. (2)Name of Business: Nibbles and Naps Address: 55 E Essex Ave, Lansdowne, PA, 19050, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/25/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the domain and operate an affiliate marketing blog/website for baby and toddler care. (3)Name of Business: Pixel Play Threads Address: 55 E Essex Ave, Lansdowne, PA, 19050, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/07/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Online apparel retail via Shopify, creates graphic design apparel (t-shirts, sweatshirts etc.) for sale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-17 |
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