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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 2022-07-19
OH RA APPROVED 2016-09-12
  • TX RA
    APPROVED
    Since 2022-07-19
  • OH RA
    APPROVED
    Since 2016-09-12

Branch Locations

7300 Whipple Avenue Nw Suite 7, North Canton, OH 44720 • 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
Lpl Financial Llc Canton OH 05/2011 09/2016
Raymond James Financial Services, Inc. North Canton OH 09/2016 Present
Raymond James Financial Services Advisors Inc. North Canton OH 09/2016 Present
Wright Lahaie Jarvis Wealth Advisors Canton OH 06/2019 Present
Previous Registrations
  • 2011-05-17 → 2016-09-12
    Canton, OH
    Canton, OH
  • 2005-10-07 → 2011-05-20
    Kestra Investment Services, Llc
    Canton, OH
    Canton, OH
  • 2011-05-03 → 2011-05-03
    Canton, OH
    Tampa, FL
    Canton, OH
    Canton, OH
Other Businesses

(1)Name of Business: CJL Real Estate LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720-7159, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner and partner of rental real estate located at 7300 Whipple Ave NW, N Canton, OH 44720 (2)Name of Business: Wright.LaHaie.Jarvis Wealth Advisors Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wealth Advisor

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-01
  • S63 Uniform Securities Agent State Law Examination
    1998-07-01
Designations
Other Names
  • Dan Harold Lahaie

View on SEC IAPD

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