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720 Lexington Avenue, Mansfield, OH 44907 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-30 |
| TX | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mansfield | OH | 08/1996 | 06/2026 |
| Raymond James Financial Services Advisors Inc. | Mansfield | OH | 08/2011 | 06/2026 |
| Quest Wealth Solutions, Inc. | Mansfield | OH | 06/2026 | Present |
1) Licensed Insurance Agent; Investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Shell Point Retirement Community; Not investment-related; 15101 Shell Point Blvd, Fort Myers, FL 33908; Retirement community; Board Member; Responsible for voting authority; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-31 |
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