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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-27 |
| OH | RA | APPROVED | 2015-04-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Concord | OH | 06/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Concord | OH | 04/2015 | Present |
| Johnnycake Financial Services | Concord | OH | 04/2014 | 06/2023 |
| Johnnycake Financial Services, Inc | Mentor | OH | 07/2023 | Present |
(1)Name of Business: Johnnycake Financial Services, Inc Address: 9930 Johnnycake Ridge Rd Ste 5D, Mentor, OH, 44060-6745, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Other Investment Related: No Start Date: 07/01/2023 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 (2)Name of Business: St. Anselm Parish Address: 12969 Chillicothe Road, Chesterland, OH, 44026, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/02/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Along with other committee members, assist Priest and Parish Business manager in reviewing financial statements, approving expenses for maintenance and improvements, setting tuition for school, and accounting for scholarship monies
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-27 |
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