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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-06-18 |
Branch Locations
800 Gallia Street Suite 532, Portsmouth, OH 45662 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Portsmouth | OH | 06/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Portmouth | OH | 06/2009 | Present |
| Dave Burton Trucking | Portsmouth | OH | 01/2014 | Present |
(1)Name of Business: Capital Wealth Partners Address: 429 2nd St, Portsmouth, OH, 45662, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/15/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist branch manager in daily responsibilities . (2)Name of Business: Clerk of Otway Ohio Address: 6958 St Rt 73, Otway, OH, 45657, United States Activity Type: Political Office/Activity Position/Title: Investment Related: Yes Start Date: 08/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2002-03-25 |
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