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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-06-11 |
Branch Locations
250 E Wilson Bridge Road Suite 230, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wunderlich Securities/B. Riley Wealth Management | Hartville | OH | 06/2008 | 05/2019 |
| Raymond James Financial Services, Inc. | Worthington | OH | 06/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Marietta | OH | 06/2019 | Present |
| Peoples Bank | Worthington | OH | 06/2019 | Present |
(1)Name of Business: Peoples Investment Services Address: 250 E Wilson Bridge Rd Ste 230, Worthington, OH, 43085, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Senior Vice President, Manager for the Financial Advisors within Peoples Investment Services (which is a Doing Business As name).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-06 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-31 |
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