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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-08-01 |
Branch Locations
2786 Som Center Road Suite 102, Willoughby Hills, OH 44094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| John Carroll University | University Heights | OH | 08/2015 | 05/2019 |
| Unemployed | Willoughby Hills | OH | 08/2019 | 01/2020 |
| Thrivent Investment Management Inc | Willoughby Hills | OH | 01/2020 | 08/2022 |
| Walden Wealth Partners | Solon | OH | 01/2019 | 05/2019 |
| Stratos Wealth Partners | Beachwood | OH | 06/2018 | 08/2018 |
| Thrivent Financial | Willoughby Hills | OH | 03/2020 | 08/2022 |
| Raymond James Financial Services, Inc | Willoughby Hills | OH | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Willoughby Hills | OH | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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