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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-09 |
| OH | RA | APPROVED | 2023-05-25 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
Avon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 02/2013 | 05/2023 |
| Bank Of America, N.A. | Westlake | OH | 07/2013 | 05/2023 |
| Raymond James & Associates | Westlake | OH | 05/2023 | Present |
(1) Name of Business: Cvetic Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 11/30/2023 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Will be providing 50% of a 3 year working capital loan. A friend (who is also a client, but he was a personal friend before becoming a client) will be providing the other 50%. The working capital loan is for another third party who owns the enterprise involving GolfTec Franchise golf simulator upgrades
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-12 |
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