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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-04-11 |
Branch Locations
2895 Harding Highway Suite C, Lima, OH 45804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Dayton | OH | 02/2006 | 04/2017 |
| Minster Bank | Minster | OH | 05/2017 | 03/2022 |
| Premier Bank | Lima | OH | 03/2022 | 02/2025 |
| Raymond James Financial Services, Inc. | Lima | OH | 02/2025 | Present |
| Rockhold/Wentling | Lima | OH | 02/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Lima | OH | 04/2025 | Present |
(1) Name of Business: Eats Holdings LLC Address: 531 Fraunfelter Rd N, Lima, OH, 45807, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: No day to day responsibilities (2) Name of Business: Eats Investments LLC Address: 531 Fraunfelter Rd N, Lima, OH, 45807, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/01/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No Day to Day responsibilities (3) Name of Business: Neth Properties, LLC Address: 531 Fraunfelter Rd N, Lima, OH, 45807, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2006 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Investment, no day to day activities (4) Name of Business: Rockhold Wentling and Neth Financial Advisors Address: 2895 Harding Hwy Ste C, Lima, OH, 45804-3464, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Represent the partnership by providing Financial Services to Businesses and Individuals (5) Name of Business: RWN Wealth Management LLC Address: 2895 Harding Hwy Ste C, Lima, OH, 45804-3464, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Operating entity to add capital and pay expenses, no income generation (6) Name of Business: Veterans Memorial Civic and Convention Center Address: 531 Fraunfelter Rd N, Lima, OH, 45807, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 10/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board meetings and Finance committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-03-25 |
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