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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 | 02/2014 | 06/2026 |
| Raymond James Financial Services Advisors, Inc. | Mansfield | OH | 02/2014 | 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) QWS Property LLC; Not investment-related; Same address; Real estate holding company; Member; Collect and process rent, make tax and insurance payments; Less than 5% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-20 |
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