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8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-11-13 |
| OH | RA | APPROVED | 2024-09-08 |
Branch Locations
8777 E. Via De Ventura Suite 120, Scottsdale, AZ 85258 • United States
118 E Main Street, Lancaster, OH 43130 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Lancaster | OH | 10/2008 | 09/2024 |
| Raymond James Financial Services Advisors, Inc | Lancaster | OH | 01/2009 | 09/2024 |
| Fairfield National Bank | Lancaster | OH | 01/2009 | 07/2020 |
| Vantage Point Investment Services | Lancaster | OH | 09/2020 | Present |
| Vantage Point Investment Services | Upper Arlington | OH | 09/2020 | Present |
| Juncture Wealth Strategies, Llc | Lancaster | OH | 09/2024 | Present |
(1)Name of Business: Vantage Point Investment Services Address: 136 E Main Street, Lancaster, OH, 43130, United States Activity Type: Holding/Support Company - Owner Position/Title: Other Investment Related: Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: support duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-08 |
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