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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-11 |
| OH | RA | APPROVED | 2017-07-10 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2005 | 07/2017 |
| Raymond James Financial Services, Inc. | Dayton | OH | 07/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Dayton | OH | 07/2017 | Present |
1)Name of Business : Wray WEalth Management Address: 1700 Lyons Rd Unit D,Dayton, OH Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:No Start Date: 07/03/2017 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 120 Description of duties: Owner and Financial Advisor 2) KIWANIS, NON-INVESTMENT RELATED, SPRINGBORO, OH, CHARITABLE ORGANIZATION, BOARD MEMBER, STARTED 07/2016, CHARITABLE ORGANIZATION TO ASSIST CHILDREN IN COMMNUNITY. 3) YMCA, NON-INVESTMENT RELATED, COFFMAN, OH, BOARD MEMBER, STARTED 01/2008, CHARITABLE ORGANIZATION, HELPS PROMOTE YMCA AND FUNDING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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