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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-25 |
| OH | RA | APPROVED | 2009-04-28 |
Branch Locations
6012 Renaissance Place Suite A, Toledo, OH 43623 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Toledo | OH | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc. | Toledo | OH | 04/2009 | Present |
(1)Name of Business: NWQ Wealth Partners Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/16/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NWQ is used for tax issues (2)Name of Business: St Elias Church Endowment Committee\t Address: Holland Sylvania Rd, Sylvania, OH, 43560, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I advise them on investments for the fund.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-13 |
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