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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-04-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Porsche Of Beachwood | Beachwood | OH | 08/2012 | 08/2017 |
| Howard Hanna Realty | Willoughby | OH | 08/2016 | 02/2018 |
| Liberty Home Mortgage | Independence | OH | 02/2018 | 06/2018 |
| Unemployed | Mentor | OH | 06/2018 | 08/2018 |
| Raymond James Financial Services, Inc | Mentor | OH | 07/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Mentor | OH | 04/2023 | Present |
Name of Business: Carver Financial Services, LLC Address: 7473 Center St, Mentor OH 44060 Activity Type: Support Company - non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 1/2025 HPM: 81+ HPM trade hours: 41+ Duties: Paraplanner and Client Service
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-07-13 |
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