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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mentor | OH | 09/1999 | Present |
| Raymond James Financial Services Advisors Inc. | Mentor | OH | 05/2019 | Present |
| Carver Financial Services | Mentor | OH | 04/2016 | 12/2024 |
| Bb4 Llc | Mentor | OH | 12/2024 | Present |
| Carver Financial Services, Llc | Mentor | OH | 01/2025 | Present |
(1)Name of Business: BB4 LLC Address: 8811 Arrowood Ct, Mentor, OH, 44060, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/14/2024 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: BB4 LLC owns my share of equity in Carver Financial Services LLC as of 01/01/2025 (2)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: COO/Partner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-12-23 |
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