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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Richfield | OH | 10/2020 | 04/2022 |
| Kent State University | Kent | OH | 02/2020 | 05/2020 |
| Kent State University | Kent | OH | 08/2016 | 08/2020 |
| Hyland Software | Westlake | OH | 12/2017 | 05/2018 |
| Northcoast Research Partners, Llc | Cleveland | OH | 04/2022 | 12/2023 |
| Raymond James Financial Services Inc. | Mentor | OH | 01/2024 | Present |
| Carver Financial Services, Llc | Mentor | OH | 01/2025 | Present |
| Carver Financial Services | Mentor | OH | 01/2024 | 12/2024 |
(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Associate
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-07-19 |
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