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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-12-22 |
| OH | RA | APPROVED | 2009-05-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Medina | OH | 04/2009 | Present |
| Raymond James Financial Services Advisors | Medina | OH | 04/2009 | Present |
| Highland High School | Medina | OH | 03/2015 | 11/2019 |
| Zufall Financial Services | Medina | OH | 04/2009 | Present |
(1)Name of Business: Highland Local Schools Medina, OH Address: 4150 Ridge Road, Medina, OH, 44256, United States Activity Type: Other Position/Title: Coach Investment Related: No Start Date: 08/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the Head Girls Soccer Coach. This is for a Public School. Below i just put Public. (2)Name of Business: Zufall Financial Services Address: 387 Medina Rd Ste 500, Medina, OH, 44256, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/24/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: run taxes through and pay branch expenses.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-08 |
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