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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-03-20 |
| TX | RA | APPROVED_RES | 2022-03-07 |
| OH | RA | APPROVED | 2021-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Marietta | OH | 01/2016 | 02/2021 |
| The Levee House | Marietta | OH | 08/2017 | 12/2017 |
| Marietta College | Marietta | OH | 08/2013 | 05/2017 |
| Marietta College | Marietta | OH | 08/2013 | 05/2017 |
| Raymond James Financial Services Inc. | Marietta | OH | 02/2021 | Present |
| Raymond James Financial Services Advisors | Marietta | OH | 02/2021 | Present |
| Hall Financial Advisors, Llc | Marietta | OH | 01/2016 | Present |
(1)Name of Business: Hall Financial Advisors, LLC Address: 416 Hart Street Suite A, Marietta, OH, 45750, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/25/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Branch Manager and Operations Manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-28 |
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