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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-24 |
| WV | RA | APPROVED | 2020-07-27 |
| OH | RA | APPROVED | 2020-07-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cranberry | PA | 12/2014 | 03/2018 |
| Pnc Bank | Cranberry | PA | 05/2011 | 03/2018 |
| United Bank | Charleston | WV | 03/2018 | 07/2020 |
| United Brokerage Services, Inc. | Parkersburg | WV | 03/2018 | 07/2020 |
| Raymond James Financial Services, Inc. | Marietta | OH | 07/2020 | Present |
| Peoples Bank | Marietta | OH | 07/2020 | Present |
| Peoples Dba Peoples Investment Services | Marietta | OH | 07/2020 | Present |
(1) Name of Business: Peoples Bank Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 06/30/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 11-20 Description of duties: I work for Peoples Bank who has a relationship with Raymond James. I provide retirement plan services through Peoples Bank.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-17 |
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