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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-03-31 |
Branch Locations
450 West Wilson Bridge Road Suite 100, Worthington, OH 43085 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full-Time Education | Columbus | OH | 09/2011 | Present |
| Raymond James Financial Services, Inc. | Worthington | OH | 08/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Worthington | OH | 03/2015 | Present |
| Financial Advidor Resource | Worthington | OH | 06/2012 | Present |
| Asset Management Consultants | Worthington | OH | 10/2017 | 12/2024 |
(1)Name of Business: Financial Advisors Resources Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 06/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a holding company for the financial advising activities. I am in charge of keeping the budget, writing checks for expenses and making financial projections. (2) Name of Business: Foley & Fields Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085-5231, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: I am the Officer - Investments (3)Name of Business: Sterling Financial Group Address: 450 W Wilson Bridge Rd Ste 100, Worthington, OH, 43085-5231, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/01/2016 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Officer - Investments; I manage the portfolios for the clients of SFG.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-27 |
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