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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-07-21 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 01/2016 | 06/2025 |
| Bank Of America, N.A. | Westlake | OH | 02/2023 | 06/2025 |
| Raymond James & Associates, Inc. | Westlake | OH | 06/2025 | 07/2025 |
| Raymond James & Associate, Inc. | Westlake | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-24 |
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