Best Investors Account Sign in

Regina Elena Ohlman

Janney Montgomery Scott LLC

Sarasota, FL

CRD 4236023

Claim This Profile
Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Janney Montgomery Scott Llc

1717 Arch Street, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-02-29
FL RA APPROVED 2021-07-22
TX RA APPROVED_RES 2021-05-25
  • CA RA
    APPROVED
    Since 2024-02-29
  • FL RA
    APPROVED
    Since 2021-07-22
  • TX RA
    APPROVED_RES
    Since 2021-05-25

Branch Locations

2 N. Tamiami Trail Suite 608, Sarasota, FL 34236 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services Lakewood Ranch FL 11/2011 05/2017
Raymond James Financial Services Advisors Inc. Lakewood Ranch FL 01/2012 05/2017
Adonis Wealth Strategies, An Independent Firm Lakewood Ranch FL 01/2014 05/2017
Adonis Llc Lakewood Ranch FL 10/2011 05/2017
Raymond James & Associates Lakewood Ranch FL 05/2017 05/2021
Janney Montgomery Scott Llc Sarasota FL 05/2021 Present
Adonis Llc Bradenton FL 05/2017 12/2023
Seint St George UT 01/2024 Present
  • 11/2011 → 05/2017
    Raymond James Financial Services
    Lakewood Ranch, FL
  • 01/2012 → 05/2017
    Lakewood Ranch, FL
  • 01/2014 → 05/2017
    Adonis Wealth Strategies, An Independent Firm
    Lakewood Ranch, FL
  • 10/2011 → 05/2017
    Adonis Llc
    Lakewood Ranch, FL
  • 05/2017 → 05/2021
    Raymond James & Associates
    Lakewood Ranch, FL
  • 05/2021 → Present
    Sarasota, FL
  • 05/2017 → 12/2023
    Adonis Llc
    Bradenton, FL
  • 01/2024 → Present
    Seint
    St George, UT
Previous Registrations
Other Businesses

G&M Baron Aviation LLC, Bradentown, FL. Co-owner (05/2025) of an airplane. Investment related, not compensated, 1 hour/month.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-05
  • S66 Uniform Combined State Law Examination
    2000-10-05
Other Names
  • Regina Elena Radonis
  • Gina Elena Sakezles
  • Regina Elena Sakezles
  • Gina Elena Adonis
  • Regina Elena Christina Adonis
  • Regina Elena Adonis

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Sarasota, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor