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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-26 |
| TX | RA | APPROVED | 2023-08-11 |
Branch Locations
1575 Corporate Woods Pkwy, Uniontown, OH 44685 • United States
Chippewa Lake, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Akron | OH | 06/2015 | 06/2022 |
| Symphony Financial Services, Inc. | Akron | OH | 06/2015 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Akron | OH | 06/2022 | 08/2023 |
| Raymond James Financial Services Advisors, Inc. | Uniontown | OH | 08/2023 | Present |
| Raymond James Financial Services, Inc. | Uniontown | OH | 08/2023 | Present |
| Brenneman Group | Akron | OH | 08/2023 | Present |
(1)Name of Business: Brenneman Group Address: 1575 Corporate Woods Pkwy Ste 250, Uniontown, OH, 44685-7895, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-21 |
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