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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Allison Park | PA | 01/1999 | Present |
| Moneyline Tax Services | Pittsburgh | PA | 12/1997 | Present |
| Raymond James Financial Services Advisors, Inc | Allison Park | PA | 01/2009 | Present |
| Dukovich & Associates Financial | Pittsburgh | PA | 07/1982 | Present |
(1) Name of Business: Dukovich & associates Financial Services INC Address: 2858 Oxford Blvd, Allison Park, PA, 15101, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/14/2014 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Owner of support company (2) Name of Business: Dukovich Financial Services Address: 2858 Oxford Blvd, Allison Park, PA, 15101, United States Activity Type: Non-variable Insurance Position/Title: Broker, Owner Investment Related: Yes Start Date: 06/30/1982 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3) Name of Business: Moneyline Holdings LLC Address: 2858 Oxford Blvd, Allison Park, PA, 15101-2453, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/29/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Building maintenance (4) Name of Business: Moneyline Tax Services Address: 2200 Liberty avenue Suite 2200 Pgh Pa 15222, pittsburgh, PA, 15222, United States Activity Type: Accounting/CPA Position/Title: Independent Contractor Investment Related: No Start Date: 12/14/1997 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-03 |
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