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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2010-02-03 |
| OH | RA | APPROVED | 2009-01-02 |
| TX | RA | APPROVED_RES | 2009-01-02 |
Branch Locations
4420 Rosemar Road Suite 202B, Parkersburg, WV 26104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Athens | OH | 08/2005 | Present |
| Raymond James Financial Services Advisors, Inc | Athens | OH | 01/2009 | Present |
(1)Name of Business: Goldsberry Wealth Strategies, LLC Address: 505 Richland Avenue, Athens, OH, 45701, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/12/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company (2)Name of Business: North Hill Properties of Athens, LLC Address: 1 N Hill Drive, Athens, OH, 45701, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-10 |
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