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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-02-25
  • OH RA
    APPROVED
    Since 2022-02-25

Branch Locations

8485 S Mason Montgomery Rd Suite 1, Mason, OH 45040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2021 → Present
    Raymond James Financial Services
    Mason, OH
  • 08/2010 → 07/2021
    Little Miami Local School District
    Morrow, OH
  • 08/2021 → Present
    Craig Capital Corporation, Inc.
    Mason, OH
  • 02/2022 → Present
    Mason, OH
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-18
  • S66 Uniform Combined State Law Examination
    2022-02-18
Other Names
  • Bethany Morgan Carol Craig
  • Bethany Morgan Craig
  • Beth Beebe
  • Bethany Morgan Beebe

View on SEC IAPD

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