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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-19 |
| OH | RA | APPROVED | 2020-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Lancaster | OH | 10/2011 | 11/2020 |
| Unified Bank | Lancaster | OH | 03/2006 | 11/2020 |
| Raymond James Financial Services, Inc. | Lancaster | OH | 12/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Lancaster | OH | 12/2020 | Present |
| People's Bank | Lancaster | OH | 12/2020 | Present |
| People's Investment Services | Lancaster | OH | 12/2020 | Present |
| Dba Peoples Investment Services | Lancaster | OH | 12/2020 | Present |
1) People's Investment Services. Lancaster, OH. Non-Investment related. Support Company/DBA (Non-Owner). Advisor. 12/01/2020. 0 hours devoted per month, 0 hours devoted during securities trading. Support Company. 2) Name of Business: Peoples Bank Address: 505 E Main Street, Lancaster, OH, 43130, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 11/23/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor, Investments
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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