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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-21 |
Branch Locations
5731 Shields Road Suite D, Canfield, OH 44406 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canfield | OH | 11/2025 | Present |
| The Capital Insurance Group | Canfield | OH | 08/2023 | Present |
| University Of Mount Union | Alliance | OH | 08/2019 | 05/2023 |
| Canfield High School | Canfield | OH | 09/2015 | 06/2019 |
| Raymond James Financial Services Advisors, Inc. | Canfield | OH | 04/2026 | Present |
(1) The Capital Insurance Group Investment-related 5731 Shields Road Suite C, Canfield, OH 44406' Non Variable Health Insurance Broker/Agent Agent for The Capital Insurance Group who helps individuals with ACA plans and Medicare plans Started: 08/01/2023 15 - 25 hours per month 2-4 hours per month during trading hours My duties are to help individuals sign up and enroll in health insurance plans, whether that is ACA plans, Medicare Plans, and group health plans. (2) The Capital Wealth Group. Not investment related. Canfield, OH. DBA / Support Company. Registered Associate. Started: 11/2025. 0 hours per month. 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-16 |
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