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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-30 |
| OH | RA | APPROVED | 2015-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Canton | OH | 01/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Canton | OH | 01/2015 | Present |
(1)Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44178, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-01-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-13 |
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