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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2016-07-15 |
Branch Locations
735 Lila Avenue, Milford, OH 45150 • United States
101 Harry Sauner Road, Hillsboro, OH 43056 • United States
655 Central Ave, Carlisle, OH 45005 • United States
125 W Main Street, Blanchester, OH 45107 • United States
135 N Howard Street, Sabina, OH 45169 • United States
48 North South Street, Wilmington, OH 45177 • United States
452 West Main Street, Mt. Orab, OH 45154 • United States
826 Franklin Road, Waynesville, OH 45068 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Servives, Inc. | Mason | OH | 07/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Mason | OH | 07/2016 | Present |
| Peoples Bank | Mason | OH | 06/2016 | Present |
| Peoples Investment Services | Mason | OH | 11/2020 | Present |
(1)Name of Business: Peoples Bank Address: 6210 Snider Rd, Mason, OH, 45040, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 06/30/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor/ Trust Admin at the bank (2)Name of Business: Peoples Investment Services Address: 6210 Snider Rd, Mason, OH, 45040, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 11/13/2020 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Relationship Manager for managed account sold or held by the bank trust department
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-09 |
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