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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canton | OH | 09/2025 | Present |
| Oak Street Funding | North Canton | OH | 04/2022 | 09/2025 |
| Westfield Bank | Westfield Center | OH | 12/2019 | 04/2022 |
| The Commercial And Savings Bank | North Canton | OH | 06/2016 | 12/2019 |
| Portfoliovision, Inc | Canton | OH | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Canton | OH | 03/2026 | Present |
PortfolioVision Inc. Not investment related Canton, OH DBA/Support Company Advisor start date: 09/2025 0 hrs per month 0 during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-03 |
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