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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Pepper Pike | OH | 06/2012 | 11/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 11/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 11/2017 | 05/2020 |
| Bank Of America, N.A. | Pepper Pike | OH | 11/2017 | 05/2020 |
| Raymond James Financial Services, Inc. | Barberton | OH | 05/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Barberton | OH | 05/2020 | Present |
(1) Name of Business: DGL Financial Services Address: 527 W. Lake Avenue, Barberton, OH, 44203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor meeting with clients to help manage their finances. Wealth management and portfolio monitoring
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-16 |
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