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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-07-30 |
Branch Locations
255 E 5Th Street Floor 7, Cincinnati, OH 45202 • United States
1 East 4Th Street, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 03/2012 | 08/2018 |
| Tiaa | Cincinnati | OH | 03/2012 | 08/2018 |
| First Financial Bank | Cincinnati | OH | 08/2018 | Present |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 07/2020 | Present |
Name of Business: Yellow Cardinal Advisory Group Address: 255 E 5th St Fl 7, Cincinnati, OH, 45202, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/27/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties Manage Wealth Advisory Team and Private Banking Team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-13 |
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