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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gina's Pizza | Bay Village | OH | 06/2016 | 01/2020 |
| Bay Village High School | Bay Village | OH | 08/2014 | 05/2018 |
| St. Bonaventure University | St Bonaventure | NY | 08/2018 | 05/2022 |
| Ubs Financial Services Inc. | Hudson | OH | 01/2025 | 05/2025 |
| Dick Russell Liquidations | Cleveland | OH | 06/2022 | 11/2024 |
| Raymond James & Associates, Inc | Hudson | OH | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-11 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-14 |
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