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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2011-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Cambridge | OH | 06/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Cambridge | OH | 08/2011 | Present |
| Peoples Bank | Cambridge | OH | 08/2018 | Present |
| Lacann Prop | Cambridge | OH | 10/2013 | Present |
| Dave Ramsey Financial Peace University | Norwich | OH | 10/2019 | Present |
(1)Name of Business: Dave Ramsey Financial Peace University Address: 7920 East Pike , Norwich , OH, 43767, United States Activity Type: Professor/Teacher Position/Title: Investment Related: Yes Start Date: 10/03/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: Peoples Investment Services Address: 845 Wheeling Ave, Cambridge, OH, 43725, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/03/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Registered Rep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-17 |
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