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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| OH | RA | APPROVED | 2026-01-07 |
Branch Locations
8286 South Avenue Bldg A, Boardman, OH 44512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 08/2014 | 01/2026 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2014 | 01/2026 |
| Raymond James Financial Services, Inc. | Boardman | OH | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Boardman | OH | 01/2026 | Present |
(1)Name of Business: WRS Insurance Solutions Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES (2)Name of Business: WRS Partners, LLC Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6435, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: WRS Partners, LLC is the entity that owns our office building. I, Zel Bush, William (Tom) Klim, Stevan Raseta are all 25% owners. Our individual rents along with the rents of the other advisors in our building are paid to WRS Partners, LLC. From the WRS Partners LLC operating account, we pay expenses related to the operation of our building. (3)Name of Business: WRS Wealth Advisors Address: 8286 South Ave Bldg A, Boardman, OH, 44512, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: WRS Wealth Advisors, LLC is the operating company that we run office expenses through. WRS Wealth Advisors is also our DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-03 |
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