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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-16 |
| AL | RA | APPROVED | 2012-07-13 |
| OH | RA | APPROVED | 2009-04-30 |
Branch Locations
5731 Shields Road Suite D2, Canfield, OH 44406 • United States
Ashtabula, OH • United States
Ashtabula, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canfield | OH | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Canfield | OH | 04/2009 | Present |
| Rem Realty Llc | Canfield | OH | 05/2014 | Present |
| Midgley Financial | Canfield | OH | 04/2009 | Present |
| Rm Financial Services Llc | Canfield | OH | 07/2011 | Present |
| Midgley Wealth Strategies | Canfield | OH | 07/2015 | Present |
| Capital Wealth Group | Canfield | OH | 11/2017 | Present |
(1)Name of Business: Capital Wealth Group Address: 5731 Shields Rd Ste D, Canfield, OH, 44406, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 11/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: using this name as a DBA for my financial services business (2)Name of Business: Midgley Financial Address: 5731 Shields Rd Ste D, Canfield, OH, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/09/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company. Also I use Midgley Financial as a DBA name. (3)Name of Business: Midgley Wealth Strategies Address: 5731 Shields Rd Ste D, Canfield, OH, 44406, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/23/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (4)Name of Business: RM Financial Services LLC Address: 5731 Shields Rd Ste D, Canfield, OH, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/18/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of Support Company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-04 |
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