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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-25 |
Branch Locations
8485 S Mason Montgomery Rd Suite 1, Mason, OH 45040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mason | OH | 07/2021 | Present |
| Little Miami Local School District | Morrow | OH | 08/2010 | 07/2021 |
| Craig Capital Corporation, Inc. | Mason | OH | 08/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Mason | OH | 02/2022 | Present |
(1)Name of Business: Craig Capital Wealth Management Address: 8485 S Mason Montgomery Rd Ste 1, Mason, OH, 45040-4023, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/03/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor - same responsibilities as I currently hold. (2)Name of Business: KAFL Insurance resources Address: 8485 S Mason Montgomery Rd Ste 1, Mason, OH, 45040-4023, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/15/2022 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Insurance sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-18 |
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