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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2013 | 08/2025 |
| Raymond James Financial Services Inc. | Westerville | OH | 08/2025 | Present |
| Raymond James Financial Services Advisors Inc. | Westerville | OH | 08/2025 | Present |
(1)Name of Business: FlahertyColvin Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/1992 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage the business, work with clients in developing financial plans, research, implement and monitor investments. (2)Name of Business: The Flaherty Consulting Group Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/1992 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage business, work with clients in developing financial plans, research, implement and monitor investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-12-08 |
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