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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-04-11 |
| OH | RA | APPROVED | 2016-05-19 |
Branch Locations
2 disclosure categories 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. | Hudson | OH | 04/2015 | Present |
| Wentz Financial Group | Hudson | OH | 02/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Hudson | OH | 05/2016 | Present |
| Wentz Real Estate Holdings | Stow | OH | 04/2015 | Present |
| Hummer Entertainment | Stow | OH | 04/2015 | Present |
(1)Name of Business: Fear the roo Collective LLC Address: 5788 Hudson Drive, Hudson, OH, 44236, United States Activity Type: Non profit Position/Title: Founder Investment Related: No Start Date: 10/31/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: communicate with coaching staff about player eligibility, activities and events associated with akron university basketball. Sole donator of funds to the entity. (2)Name of Business: Hummer Entertainment LLC Address: 3483 Churchill Downs , Stow, OH, 44224, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a holding company for a car collection (3)Name of Business: Wentz Family Foundation Address: 5790 Hudson Dr, Hudson, OH, 44236, United States Activity Type: Non profit Position/Title: Director Investment Related: Yes Start Date: 07/09/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Aid in the decision making process of donating to charities (4)Name of Business: Wentz Financial Group Address: 5790 Hudson Dr, Hudson, OH, 44236, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/05/2016 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 Advisor, Branch Manager (5)Name of Business: Wentz Real Estate Holdings Address: 3483 Churchill Downs, Stow, OH, 44224, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 04/01/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sole owner, Pay Bills and Authorize Maintenance of properties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-30 |
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