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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2021-09-30 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Johnstown | PA | 07/2010 | 09/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 09/2021 |
| Raymond James Financial Services, Inc. | Johnstown | PA | 09/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Johnstown | PA | 09/2021 | Present |
| Thomas Financial Associates | Johnstown | PA | 09/2021 | Present |
| John F Yerger Iii Llc | :JOhnstown | PA | 09/2021 | Present |
(1)Name of Business: Address: 134 Montour St, Johnstown, PA, 15905, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Subcommittee Member Investment Related: No Start Date: 01/01/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Tournament Chairman-Sunnehanna Amateur\nresponsible for player invitations, organizing and running the event as well as the budget. I do not write checks
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-11-26 |
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