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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 08/2012 | 11/2020 |
| Tiaa | Cincinnati | OH | 08/2012 | 11/2020 |
| Charles Schwab Independent Branch Services | Fort Mitchell | KY | 11/2020 | 06/2023 |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 01/2025 | Present |
| Yellow Cardinal Brokerage Services | West Chester | OH | 06/2023 | Present |
| First Financial Bank | West Chester | OH | 01/2025 | Present |
| First Financial Bank | Cincinnati | OH | 06/2023 | Present |
1) Yellow Cardinal Brokerage Services Not investment related West Chester, OH DBA/Support Company Advisor 6/2023 0 hrs per month 0 hrs during trading hrs
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
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