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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-10-03 |
Branch Locations
4040 Embassy Parkway Suite 280, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch | Hudson | OH | 07/2014 | 09/2017 |
| Raymond James Financial Services, Inc. | Akron | OH | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Akron | OH | 10/2017 | Present |
| Mccauley Financial, Llc | Akron | OH | 09/2017 | Present |
(1)Name of Business: Great Trail Council - Boy Scouts of America Address: 4500 Hudson Drive, Stow, OH, 44224, United States Activity Type: Non profit Position/Title: Board Member, Subcommittee Member Investment Related: Yes Start Date: 05/12/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Executive Board Member / Finance Committee - Provide leadership and governance that provides a quality program, serves an increasing youth membership, and provides fiscal resources to support the mission. (2)Name of Business: McCauley Financial, LLC Address: 4040 Embassy Parkway Suite 280, Akron, OH, 44333, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - Secretary Investment Related: No Start Date: 09/29/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Business Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-16 |
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