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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2022-10-27 |
Branch Locations
970 Baxter Blvd Suite 204, Portland, ME 04103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 07/2007 | 10/2022 |
| Raymond James Financial Services, Inc. | Portland | ME | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Portland | ME | 10/2022 | Present |
(1) Name of Business: O'Clair Wealth Management Address: 970 Baxter Blvd, suite 204, Portland, ME, 04103-5326, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/28/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: owner and Financial Advisor under Raymond James
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-13 |
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