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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-28 |
| OH | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Lima | OH | 09/2018 | Present |
| Raymond James Financial Services, Inc. | Frisco | TX | 07/2017 | 09/2018 |
| Delaney Irish Pub | Mckinney | TX | 04/2018 | 05/2019 |
| Raymond James Financial Services, Inc. | Lima | OH | 10/2010 | 05/2017 |
| Manring & Farrell Law | Lima | OH | 01/2017 | 06/2017 |
| Quatman Law | Lima | OH | 02/2016 | 12/2016 |
| Southwestern Investment Advisory Services | Franklin | TN | 09/2018 | 11/2022 |
| Hart Wealth Team | Frisco | TX | 12/2021 | 06/2024 |
| Southwestern Investment Group | Frisco | TX | 04/2021 | 11/2022 |
| Sagespring Wealth Partners | Frisco | TX | 11/2022 | 06/2024 |
| Southwestern Investment Advisory Services | Frisco | TX | 04/2021 | 11/2022 |
| Raymond James Financial Services Advisors, Inc | Lima | OH | 07/2024 | Present |
(1)Name of Business: Ivy Stone Wealth Management Address: 410 S Cable Rd, Lima, OH, 45805-3112, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 06/23/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner (2)Name of Business: Rockhold Wentling & Neth Financial Advisors Address: 410 S Cable Rd, Lima, OH, 45805-3112, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/23/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Rockhold Wentling Financial Advisors Address: 410 S Cable Rd, Lima, OH, 45805-3112, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/24/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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