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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Sandusky | OH | 01/2010 | 05/2019 |
| Raymond James Financial Services, Inc. | Sandusky | OH | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Sandusky | OH | 05/2019 | Present |
(1)Name of Business: Waterstreet Financial Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/24/2019 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Client Services ManagerSenior Operations Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-09-25 |
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