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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 | Marietta | OH | 08/2001 | Present |
| Peoples Bank | Marietta | OH | 04/2000 | Present |
| Peoples Financial Advisors | Belpre | OH | 05/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Belpre | OH | 01/2009 | Present |
| Peoples Trust And Investments | Belpre | OH | 05/2005 | 02/2020 |
| Peoples Bank | Marietta | OH | 02/2020 | Present |
(1)Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/12/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Provide investment advice to individual clients as well as business owners on 401k plans\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-04 |
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