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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Columbus | OH | 08/2013 | 12/2017 |
| Pnc Bank | Columbus | OH | 07/2017 | 05/2018 |
| Pnc Bank | Hartville | OH | 05/2018 | 12/2018 |
| Citizens Bank | Canton | OH | 01/2019 | 09/2019 |
| Citizens Securities, Inc. | Canton | OH | 01/2019 | 09/2019 |
| Key Investment Services | Pepper Pike | OH | 09/2019 | 01/2020 |
| Keybank | Akron/Canton | OH | 09/2019 | 01/2020 |
| Raymond James Financial Services, Inc | Canton | OH | 01/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Canton | OH | 08/2023 | Present |
(1)Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is a 6JY support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-01 |
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