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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
350 Springside Drive Suite 101, Akron, OH 44333 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Akron | OH | 02/2007 | 10/2022 |
| Raymond James Financial Services, Inc. | Akron | OH | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 10/2022 | Present |
(1)Name of Business: Momentum Wealth Partners LLC Address: 350 Springside Drive, Suite 101, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor\nManaging Partner (1 of 4)\n (2)Name of Business: RWK Capital LLC Address: 350 Springside Drive, Suite 101, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-02-13 |
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