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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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. | Coshocton | OH | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Coshocton | OH | 01/2009 | Present |
| Pyle Financial, Inc. | Coshocton | OH | 01/2011 | 12/2022 |
| Peoples Bank | Coshocton | OH | 01/2023 | Present |
(1)Name of Business: Airmid Place Address: 647 Ridgewood Drive, Coshocton, OH, 43812, United States Activity Type: Non profit Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide care for injured/orphaned Ohio Wildlife, mainly avian species (songbirds, raptors, corvids) (2)Name of Business: Coshocton Civil Service Commission Address: 760 Chesnut Street, Coshocton Ohio 43812, Coshocton, OH, 43812, United States Activity Type: Other Position/Title: Other Investment Related: No Start Date: 10/24/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee Member (3) Name of Business: Peoples Investment Services Address: 200 Main St, Coshocton, OH, 43812-1507, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor. Work with clients to determine what is in their best interests to achieve their financial goals.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-17 |
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