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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
| OH | RA | APPROVED | 2022-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Cincinnati | OH | 05/2021 | 12/2021 |
| J.P. Morgan Securities Llc | Cincinnati | OH | 05/2021 | 12/2021 |
| Cincytech | Cincinnati | OH | 04/2020 | 04/2021 |
| University Of Cincinnati | Cincinnati | OH | 05/2016 | 04/2020 |
| Devco (Performance Automotive) | Covington | KY | 01/2018 | 04/2018 |
| University Of Cincinnati | Cincinnati | OH | 05/2017 | 10/2017 |
| The Christ Hospital | Cincinnat | OH | 05/2018 | 03/2020 |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 12/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Cincinnati | OH | 03/2022 | Present |
| Robertshaw Capital Group | Montgomery | OH | 12/2021 | 01/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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