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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-08-09
  • OH RA
    APPROVED
    Since 2022-08-09

Branch Locations

246 W 5Th St Suite 102, Maysville, OH 43040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2021 → 04/2022
    Raymond James Financial Services, Inc.
    Marysville, OH
  • 04/2022 → Present
    Raymond James Financial Services, Inc.
    Marysville, OH
  • 10/2020 → 05/2022
    Cleveland Country Club
    Shelby, NC
  • 05/2017 → 08/2019
    Scioto Reserve Country Club
    Powell, OH
  • 08/2015 → 05/2017
    Student Buckeye Valley High School
    Delaware, OH
  • 08/2017 → 08/2018
    Chestnut Hill College
    Philadelphia, PA
  • 08/2018 → 05/2022
    Gardner Webb University
    Boiling Springs, NC
  • 05/2022 → 12/2023
    Milholland Financial Group
    Marysville, OH
  • 05/2021 → 08/2021
    Wells Fargo Advisors Financial Network Llc
    St. Louis, MO
  • 08/2022 → Present
    Marysville, OH
  • 05/2021 → 12/2023
    Milholland Financial Inc. Dba Milholland Financial Group
    Marysville, OH
  • 01/2024 → Present
    Milholland And Mitchell Financial Group Llc
    Marysville, OH
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-08
  • S66 Uniform Combined State Law Examination
    2022-08-08
Other Names
  • Jake Kehoe
  • Jacob M Kehoe

View on SEC IAPD

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