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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-10 |
| OH | RA | APPROVED | 2009-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Toledo | OH | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Toledo | OH | 06/2009 | Present |
| Worth Street Investments Llc | Toledo | OH | 06/2009 | Present |
| Nwq Wealth Partners Llc | Toledo | OH | 06/2009 | Present |
| Briggs Wealth Planning | Toledo | OH | 10/2011 | 01/2019 |
(1)Name of Business: 6012 Properties, LLC Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 06/08/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Part owner in property solely for the operation and housing of our Raymond James practice (2)Name of Business: david j. sattler Address: 6012 Renaissance Place Suite A/B, Toledo, OH 43623, toledo, OH, 43623, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/08/2010 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor on on Non-fixed direct insurance business (3)Name of Business: NWQ Wealth Partners LLC Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/19/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Partner (4)Name of Business: Worth Street Investments LLC Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/19/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Proprioter Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-15 |
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