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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-05-24 |
| TX | RA | APPROVED | 2019-05-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Sandusky | OH | 01/2010 | 05/2019 |
| Raymond James Financial Services, Inc. | Sandusky | OH | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Sandusky | OH | 05/2019 | Present |
| Waterstreet Holdings Llc | Sandusky | OH | 06/2019 | Present |
| Waterstreet Financial | Sandusky | OH | 05/2019 | Present |
(1)Name of Business: Address: 24 Park Street, Milan, OH, 44846, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 06/14/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: WATERSTREET Financial Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner of support company for primary business activities. (3)Name of Business: WATERSTREET Holdings LLC Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/17/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the holding company for the office of our business. (4)Name of Business: WSF DJN LLC Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/23/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the LLC account personally owned that will be funded from primary RJ activities that will channel funds to Waterstreet Financial for expense payment.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-09 |
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