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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-07-30 |
| TX | RA | APPROVED | 2024-07-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2016 | 07/2024 |
| Raymond James Financial Services, Inc. | Milford | OH | 07/2024 | Present |
| Raymond James Financial Services Advisor, Inc. | Milford | OH | 07/2024 | Present |
| Mosaik Wealth Partners | Milford | OH | 07/2024 | Present |
(1) Name of Business: Guided Wealth Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/06/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor (2) Name of Business: Mosaik Wealth Partners, LLC Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/29/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This is the DBA associated with RJFS for Mosaik Wealth Partners. (3) Name of Business: Schuring Farms Inc. Address: 735 Park Ave, Terrace Park, OH, 45174, United States Activity Type: Agriculture/Farming Position/Title: Investment Related: Yes Start Date: 12/30/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (4) Name of Business: Wilks Wealth Planning Address: 1034 Main St, Milford, OH, 45150-1768, United States Activity Type: Support Company - Non-Owner Position/Title: Independent Contractor Investment Related: No Start Date: 03/31/2005 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-01 |
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