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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-22 |
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