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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-23 |
| OH | RA | APPROVED | 2009-11-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mentor | OH | 11/2009 | Present |
| Raymond James Financial Services Advisors | Mentor | OH | 11/2009 | Present |
| Carver Financial Services Inc. | Mentor | OH | 11/2009 | 03/2025 |
(1) 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: Partner (2) Name of Business: Mauch Farms Address: 3862 County Rd. 111, Lindsey , OH, 43442, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: No Start Date: 07/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3) Name of Business: W4 Tetons LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm the sole member of the LLC that manages my ownership in Carver Financial Services LLC (4) Name of Business: Wearsch Family Management Address: 8695 Sanctuary Drive, Mentor, OH, 44060-8811, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: General partner of family management company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-02 |
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