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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-17 |
| OH | RA | APPROVED | 2025-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Toledo | OH | 10/2012 | 06/2020 |
| Osaic Fa, Inc. | Maumee | OH | 06/2020 | 02/2025 |
| Raymond James Financial Services, Inc. | Perrysburg | OH | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Perrysburg | OH | 02/2025 | Present |
| The Farmers & Merchant's State Bank | Perrysburg | OH | 02/2025 | Present |
(1)Name of Business: FM Investments Address: 7001 Lighthouse Way, Perrysburg, OH, 43551-7000, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/03/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: IAR
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-21 |
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