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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| OH | RA | APPROVED | 2024-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nuveen Securities, Llc | Milford | OH | 01/2011 | 08/2020 |
| Unemployed | Columbus | OH | 08/2020 | 01/2021 |
| Transamerica Capital Inc. | Denver | CO | 01/2021 | 03/2024 |
| Unemployed | Columbus | OH | 03/2024 | 09/2024 |
| Raymond James Financial Services, Inc. | Powell | OH | 09/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Powell | OH | 09/2024 | Present |
| Jds Financial | Powell | OH | 09/2024 | Present |
| Nuveen Asset Management | Milford | OH | 01/2011 | 08/2020 |
JDS Financial; not investment related; Powell, OH; DBA/support company; Advisor; Started 09/2024; 0hrs/month; 0hrs/month during trading hours; Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2003-02-20 |
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