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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-08 |
| OH | RA | APPROVED | 2013-09-25 |
Branch Locations
27865 Clemens Road Suite 1, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bay Village Parks & Recreation Dept | Bay Village | OH | 06/2012 | 05/2018 |
| Raymond James Financial Services, Inc. | Westlake | OH | 09/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Westlake | OH | 09/2013 | Present |
| Creative Wealth Associates, Inc. | Westlake | OH | 10/2013 | Present |
(1)Name of Business: Creative Wealth Associates, Inc. Address: 27865 Clemens Rd, Westlake, OH, 44145, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Adviser- DBA for RJFS business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-30 |
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