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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-04-17 |
Branch Locations
1200 Michigan Ave Suite A, Waterville, OH 43566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/2003 | 04/2019 |
| Raymond James Financial Services, Inc. | Waterville | OH | 04/2019 | Present |
| Raymond James Financial Services Advisors | Waterville | OH | 04/2019 | Present |
| Parsons Wealth Partners | Waterville | OH | 04/2019 | Present |
(1)Name of Business: Parsons Wealth Partners Address: 1200 Michigan Ave Ste A, Waterville, OH, 43566, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/17/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA support system
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-03-13 |
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