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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-12-18 |
Branch Locations
595 E. Swedesford Road Suite 360, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Wayne | PA | 03/2019 | Present |
| Desales University | Center Valley | PA | 05/2016 | 04/2018 |
| Cappelletti Pinter & Company Pc | Pottstown | PA | 05/2016 | 04/2018 |
| Raymond James Financial Services, Inc. | Wayne | PA | 04/2018 | 03/2019 |
(1)Name of Business: Birch Run Financial LLC Address: 595 E Swedesford Rd Ste 360, Wayne, PA, 19087, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/09/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor through support company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-17 |
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