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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-02-26 |
| TX | RA | APPROVED | 2021-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Milford | OH | 01/2000 | 02/2021 |
| Raymond James Financial Services, Inc | Milford | OH | 02/2021 | Present |
| Raymond James Financial Services Advisors | Milford | OH | 02/2021 | Present |
(1)Name of Business: Mosaik Wealth Partners Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: registered CSA (2)Name of Business: Wilks Wealth Planning Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/27/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate to advisor. Branch Operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-11-08 |
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