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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-23 |
| OH | RA | APPROVED | 2018-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc. | Westlake | OH | 10/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Westlake | OH | 11/2016 | 05/2018 |
| Raymond James Financial Services,Inc | Mentor | OH | 05/2018 | Present |
| Raymond James Financial Services, Inc Advisors | Mentor | OH | 05/2018 | Present |
(1) Name of Business: carver financial services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner (2) Name of Business: McGinnis Ventures LLC Address: 20 West Juniper Ln., Moreland Hills, OH, 44022, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of McGinnis Ventures LLC which owns interest in Carver LLC. Operating company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-01-07 |
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