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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-02-23 |
Branch Locations
8041 Hosbrook Road Suite 416, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cincinnati | OH | 09/2014 | Present |
| Jw-Cin, Inc. | Cincinnati | OH | 08/2006 | Present |
| Wycoff Lucas Retirement Income Investment Group | Cincinnati | OH | 08/2006 | Present |
| Raymond James Financial Services Advisors Inc. | Cincinnati | OH | 02/2016 | Present |
| Aspire Wealth Planning | Cincinnati | OH | 06/2021 | Present |
(1) Name of Business: Aspire Wealth Planning Address: 8041 Hosbrook Rd Ste 416, Cincinnati, OH, 45236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/24/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Registered Representative/Investment Planner (2) Name of Business: JW-CIN, Inc. Address: 8041 Hosbrook Rd Ste 416, Cincinnati, OH, 45236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/23/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Planner/Client Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
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