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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-10-06 |
| TX | RA | APPROVED_RES | 2018-09-19 |
| WV | RA | APPROVED | 2009-01-02 |
Branch Locations
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Ashland | KY | 08/2006 | Present |
| Raymond James Financial Services Advisors, Inc | Huntington | WV | 01/2009 | Present |
| Peoples Financial Advisors | Huntington | WV | 09/2011 | Present |
| Peoples Bank | Huntington | WV | 05/2018 | Present |
(1)Name of Business: Address: 297 Glen Oaks Ct, Hurricane, WV, 25526, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 03/31/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Peoples Insurance Agency Address: 2600 5th Avenue, Huntington WV 25702 and PEBO branches in KY and OH, Huntington, WV, 25701, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/29/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Fixed Annuity (Motorist) to bank channel clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-26 |
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