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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
Branch Locations
7887 Washington Village Drive Suite 100, Centerville, OH 45459 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpm Distribution Srvcs, Inc. | Columbus | OH | 11/2017 | 04/2018 |
| Miami University | Oxford | OH | 09/2013 | 05/2017 |
| Staffmark | Middletown | OH | 06/2017 | 08/2017 |
| Ugn | Monroe | OH | 08/2017 | 09/2017 |
| Unemployed | Springboro | OH | 09/2017 | 10/2017 |
| Northwestern Mutual | Beavercreek | OH | 05/2016 | 04/2017 |
| Raymond James & Associates, Inc. | Centerville | OH | 06/2025 | Present |
| Unemployed | Columbus | OH | 05/2018 | 07/2018 |
| Marine Solutions, Inc. | Waynesville | OH | 08/2018 | 09/2019 |
| Unemployed | Springboro | OH | 10/2019 | 12/2019 |
| Lexisnexis | Miamisburg | OH | 01/2020 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-04 |
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