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Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-09-17
  • PA RA
    APPROVED
    Since 2024-09-17

Branch Locations

5 Caufield Place Suite 201, Newtown, PA 18940 • 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
Raymond James & Associates, Inc. Newtown PA 12/2023 Present
Citco Fund Services Malvern PA 12/2017 03/2020
Bny Mellon New York NY 09/1999 11/2017
Citigroup New York NY 04/2020 01/2022
Citigroup New York NY 01/2022 12/2023
  • 12/2023 → Present
    Newtown, PA
  • 12/2017 → 03/2020
    Citco Fund Services
    Malvern, PA
  • 09/1999 → 11/2017
    Bny Mellon
    New York, NY
  • 04/2020 → 01/2022
    Citigroup
    New York, NY
  • 01/2022 → 12/2023
    Citigroup
    New York, NY
Other Businesses

Turkish Women's League of America - start date- 6/13/2023, the organization aims to teach and preserve the Turkish language, Board Member, devote approx 2-10 hrs per month, none during business hrs

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-16
  • S66 Uniform Combined State Law Examination
    2024-09-16

View on SEC IAPD

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