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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2019-01-23 |
| TX | RA | APPROVED_RES | 2017-07-05 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Marietta | OH | 03/2006 | Present |
| People'S Financial Advisors | Marietta | OH | 03/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Marietta | OH | 01/2009 | Present |
| Peoples Bank Investment And Trust | Marietta | OH | 03/2008 | 01/2025 |
| Peoples Investment Services | Marietta | OH | 04/2006 | Present |
| Peoples Bank | Marietta | OH | 03/2008 | Present |
(1) Name of Business: First United Methodist Church Address: 304 W 5th St, Williamstown, WV, 26187, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: be part of finance committee and oversee budgets, expenses, financial reporting. Will not have check writing, money transfer authority, will not be managing any investment assets. (2) Name of Business: N/A Address: 138 Putnam Street, Marietta, OH 45750, Marietta, OH, 45750, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/27/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: service on existing policies when required (3) Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2006 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4) Name of Business: Rampp Group Address: 20445 St Rt 550, Marietta, OH 45750, Marietta, OH, 45750, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 03/27/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: board of directors
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-06 |
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