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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 2026-03-04
  • OH RA
    APPROVED
    Since 2026-03-04

Branch Locations

138 Putman Street, Marietta, OH 45750 • 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
Raymond James Financial Services, Inc Marietta OH 01/2026 Present
Peoples Bank Marietta OH 05/2013 Present
Western Governors University Millcreek UT 08/2021 11/2023
Raymond James Financial Services Advisors, Inc Marietta OH 03/2026 Present
  • 01/2026 → Present
    Raymond James Financial Services, Inc
    Marietta, OH
  • 05/2013 → Present
    Peoples Bank
    Marietta, OH
  • 08/2021 → 11/2023
    Western Governors University
    Millcreek, UT
  • 03/2026 → Present
    Marietta, OH
Other Businesses

(1) Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/05/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Associate Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-26
  • S66 Uniform Combined State Law Examination
    2026-02-26
Other Names
  • Danielle Farese
  • Danielle Jeannette Bruni

View on SEC IAPD

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