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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-24 |
| OH | RA | APPROVED | 2022-02-25 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Upper Arlington | OH | 05/2012 | 02/2022 |
| Bank Of America, N.A. | Upper Arlington | OH | 03/2017 | 02/2022 |
| Raymond James & Associates, Inc | Dublin | OH | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-01 |
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