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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-13 |
| IN | RA | APPROVED | 2024-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Warsaw | IN | 08/2015 | 04/2017 |
| Pnc Bank | Warsaw | IN | 08/2015 | 04/2017 |
| Pnc Investments | Pittsburgh | PA | 04/2017 | 01/2024 |
| Raymond James Financial Services, Inc. | Warsaw | IN | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Warsaw | IN | 01/2024 | Present |
| Hankin & Boggs Group | Warsaw | IN | 01/2024 | Present |
(1) Name of Business: Hankins & Boggs Group Address: 1904 E Old Road 30, Warsaw, IN, 46582-7111, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Member of the LLC (2) Name of Business: Kosciusko County Community Foundation Address: 102 E Market St, Warsaw, IN, 46580, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 09/30/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To protect the endowment of the Foundation and oversee the financial managment of the Kosciusko County Community foundation, INC. The position is a non voting position and is to help monitor, advise and review the financials of the foundation. (3) Name of Business: Reynolds Wealth Management Address: 1904 E Old Road 30, Warsaw, IN, 46582-7111, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/11/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Affiliated to do help do business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-24 |
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