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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-13 |
| PA | RA | APPROVED | 2015-07-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Beaver | PA | 07/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Beaver | PA | 07/2015 | Present |
| Rivertowne Advisors Llc | Beaver | PA | 07/2015 | Present |
(1)Name of Business: Marco Island FL Address: , Aliquippa, PA, 15001, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/24/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner (2)Name of Business: Clearview Acres, LLC Address: 900 Clearview Rd, Aliquippa, PA, 15001, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/30/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Timber harvesting, land management, landscape services and Christmas tree farm. Honey production and mIsc outdoor services (3)Name of Business: Loncar Foundation Address: 900 Clearview Rd, Aliquippa, PA, 15001, United States Activity Type: Non profit Position/Title: Founder Investment Related: Yes Start Date: 12/15/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Started private foundation. (4)Name of Business: R3S LLC Address: Beaver, PA, 15009, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/24/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Ongoing management of property (5)Name of Business: Rivertowne Advisors LLC Address: 446 Third St, Beaver, PA, 15009, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 07/24/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I am the President and owner of Rivertowne Advisors LLC, my support company (6)Name of Business: Serb National Federation Address: 446 Third St, Beaver, PA, 15009, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/16/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Selling fixed annuities and insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-02 |
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