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Cassidy Joy Carlson

Raymond James & Associates, Inc.

Cranberry Township, PA

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-17
PA RA APPROVED 2026-06-16
  • TX RA
    APPROVED
    Since 2026-06-17
  • PA RA
    APPROVED
    Since 2026-06-16

Branch Locations

800 Cranberry Woods Drive Suite 200, Cranberry Township, PA 16066 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hefren Tillotson Wexford PA 07/2017 06/2026
Unemployed Pittsburgh PA 06/2017 07/2017
Kristi Boutique Aspinwall PA 12/2016 06/2017
The Tjx Companies Framingham MA 06/2016 10/2016
Unemployed Pittsburgh PA 10/2016 12/2016
Robert W. Baird & Co. Incorporated Wexford PA 10/2022 06/2026
Raymond James & Associates, Inc Cranberry Township PA 06/2026 Present
  • 07/2017 → 06/2026
    Hefren Tillotson
    Wexford, PA
  • 06/2017 → 07/2017
    Unemployed
    Pittsburgh, PA
  • 12/2016 → 06/2017
    Kristi Boutique
    Aspinwall, PA
  • 06/2016 → 10/2016
    The Tjx Companies
    Framingham, MA
  • 10/2016 → 12/2016
    Unemployed
    Pittsburgh, PA
  • 10/2022 → 06/2026
    Robert W. Baird & Co. Incorporated
    Wexford, PA
  • 06/2026 → Present
    Raymond James & Associates, Inc
    Cranberry Township, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-25
  • S66 Uniform Combined State Law Examination
    2018-05-25
Designations

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
MARINER
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
W&S BROKERAGE SERVICES, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KEY INVESTMENT SERVICES LLC
IMPACT PARTNERSHIP WEALTH, LLC
CITIZENS SECURITIES, INC.

Other Investors

BRANDON MICHAEL PRUSS
ERIN LYNN WEBER
TONI LEE ONDEK
BRIAN JESSE KOBLE
KENNETH ALLEN BREADEN
Jason T Pettner
GREGORY ROBERT CASTEN
KURT EDWIN CARLSON

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CRANBERRY TOWNSHIP, PA
MARINER · Cranberry Township, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CRANBERRY TOWNSHIP, PA
W&S BROKERAGE SERVICES, INC. · CRANBERRY TWP, PA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Cranberry Twp, PA
KEY INVESTMENT SERVICES LLC · CRANBERRY TWP, PA
IMPACT PARTNERSHIP WEALTH, LLC · Cranberry Twp, PA

More in Cranberry Township, PA

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