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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-05-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Financial Bank | Cincinnati | OH | 03/2012 | Present |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 06/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Cincinnati | OH | 05/2014 | Present |
(1)Name of Business: no business name, asset titled in my personal name Address: 5530 North Glen rd, Cincinnati, OH, 45248, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 02/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own this single family rental unit. Collect rent, responsible for upkeep (2) Yellow Cardinal Brokerage Services Address: 1 E 4th St, Cincinnati, OH, 45202, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/02/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties:Private Banker responsible for financial planning, investments, insurance and traditional banking products for bank clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-08 |
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