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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 2015-03-31
  • OH RA
    APPROVED
    Since 2015-03-31

Branch Locations

450 West Wilson Bridge Road Suite 100, Worthington, OH 43085 • United States

Columbus, OH • 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
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
  • 09/2011 → Present
    Full-Time Education
    Columbus, OH
  • 08/2012 → Present
    Raymond James Financial Services, Inc.
    Worthington, OH
  • 03/2015 → Present
    Worthington, OH
  • 06/2012 → Present
    Financial Advidor Resource
    Worthington, OH
  • 10/2017 → 12/2024
    Asset Management Consultants
    Worthington, OH
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-27
  • S66 Uniform Combined State Law Examination
    2021-01-27

View on SEC IAPD

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