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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2020 | 01/2026 |
| Youngstown State University | Youngstown | OH | 08/2017 | 12/2022 |
| Family Discount Drug | Youngstown | OH | 05/2014 | 08/2018 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2024 | 01/2026 |
| Raymond James Financial Services Advisors, Inc. | Boardman | OH | 01/2026 | Present |
| Raymond James Financial Services, Inc. | Boardman | OH | 01/2026 | Present |
(1)Name of Business: Hometown Insurance Solutions Address: 8286 South Ave Bldg A, Boardman, OH, 44512, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Use this company to sell Medicare supplement, MAPD, PDP plans. (2)Name of Business: WRS Wealth Advisors Address: 8286 South Ave Bldg A, Boardman, OH, 44512-6425, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Our firm's name is WRS Wealth Advisors it is our DBA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-30 |
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