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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Marysville | OH | 10/2021 | 04/2022 |
| Raymond James Financial Services, Inc. | Marysville | OH | 04/2022 | Present |
| Cleveland Country Club | Shelby | NC | 10/2020 | 05/2022 |
| Scioto Reserve Country Club | Powell | OH | 05/2017 | 08/2019 |
| Student Buckeye Valley High School | Delaware | OH | 08/2015 | 05/2017 |
| Chestnut Hill College | Philadelphia | PA | 08/2017 | 08/2018 |
| Gardner Webb University | Boiling Springs | NC | 08/2018 | 05/2022 |
| Milholland Financial Group | Marysville | OH | 05/2022 | 12/2023 |
| Wells Fargo Advisors Financial Network Llc | St. Louis | MO | 05/2021 | 08/2021 |
| Raymond James Financial Services Advisors, Inc. | Marysville | OH | 08/2022 | Present |
| Milholland Financial Inc. Dba Milholland Financial Group | Marysville | OH | 05/2021 | 12/2023 |
| Milholland And Mitchell Financial Group Llc | Marysville | OH | 01/2024 | Present |
(1)Name of Business: Milholland and Mitchell Financial Group LLC Address: 246 W 5th St Ste 102, Marysville, OH, Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: My duties include meeting with clients of the firm, assisting team members with training and operations as well as ongoing research for investment models.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-08 |
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