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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-06-17
OH RA APPROVED 2025-02-18
  • TX RA
    APPROVED_RES
    Since 2025-06-17
  • OH RA
    APPROVED
    Since 2025-02-18

Branch Locations

7001 Lighthouse Way, Perrysburg, OH 43551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
  • 2025-01-24 → 2025-02-28
    Maumee, OH
  • 2020-06-22 → 2025-01-24
    Osaic Fa, Inc.
    Maumee, OH
    Orange Village, OH
  • 2012-10-18 → 2020-06-22
    Canton, MI
    Canton, MI
    Plymouth Township, MI
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Belleville, MI
    Canton, MI
    Ann Arbor, MI
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Toledo, OH
    East Toledo, OH
    Toledo, OH
    Sylvania, OH
    Ypsilanti, MI
    Toledo, OH
    Toledo, OH
    Oregon, OH
    Toledo, OH
    Lambertville, MI
    Fairlawn, OH
    Toledo, OH
    Toledo, OH
  • 2010-04-14 → 2012-11-01
    Cetera Investment Services Llc
    Defiance, OH
    Lima, OH
    Sylvania, OH
  • 2005-02-14 → 2010-01-14
    Toledo, OH
    Toledo, OH
    Toledo, OH
    Sylvania, OH
    Sylvania, OH
    Sylvania, OH
    Toledo, OH
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-30
S63 Uniform Securities Agent State Law Examination 2000-06-21
  • S65 Uniform Investment Adviser Law Examination
    2017-03-30
  • S63 Uniform Securities Agent State Law Examination
    2000-06-21
Other Names
  • Zeb Jackson

View on SEC IAPD

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