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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-04-02
  • OH RA
    APPROVED
    Since 2026-04-02

Branch Locations

7473 Center Street, Mentor, OH 44060 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tim Hortons Erie PA 09/2013 07/2017
Mercyhurst University Erie PA 09/2013 05/2017
Citigroup Getzville NY 06/2017 07/2019
Fidelity Brokerage Services Llc Woodmere Village OH 07/2019 04/2026
Strategic Advisors Llc Boston MA 03/2025 04/2026
Raymond James Financial Services, Inc. Mentor OH 04/2026 Present
Raymond James Financial Services Advisors, Inc. Mentor OH 04/2026 Present
Fidelity Personal And Workplace Advisors Westlake OH 05/2020 03/2025
  • 09/2013 → 07/2017
    Tim Hortons
    Erie, PA
  • 09/2013 → 05/2017
    Mercyhurst University
    Erie, PA
  • 06/2017 → 07/2019
    Citigroup
    Getzville, NY
  • 07/2019 → 04/2026
    Fidelity Brokerage Services Llc
    Woodmere Village, OH
  • 03/2025 → 04/2026
    Strategic Advisors Llc
    Boston, MA
  • 04/2026 → Present
    Raymond James Financial Services, Inc.
    Mentor, OH
  • 04/2026 → Present
    Mentor, OH
  • 05/2020 → 03/2025
    Fidelity Personal And Workplace Advisors
    Westlake, OH
Previous Registrations
  • 2025-03-31 → 2026-04-09
    Cleveland, OH
    Westlake, OH
    Boston, MA
  • 2020-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, OH
Other Businesses

(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor , OH, 44060, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/02/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment and Retirement Planning with Clients.\n

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-05-09
S63 Uniform Securities Agent State Law Examination 2019-10-22
  • S66 Uniform Combined State Law Examination
    2020-05-09
  • S63 Uniform Securities Agent State Law Examination
    2019-10-22
Designations

View on SEC IAPD

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