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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-20 |
| OH | RA | APPROVED | 2024-11-07 |
Branch Locations
Pepper Pike, OH • United States
3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pepper Pike | OH | 01/2014 | 11/2024 |
| Bank Of America, N.A. | Pepper Pike | OH | 01/2014 | 11/2024 |
| Raymond James & Associates | Beachwood | OH | 11/2024 | Present |
(1)Name of Business: Saint Ignatius High School Address: 1911 W 30th Street, Cleveland, OH, 44113, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 11/19/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a member of my High School's Investment Sub-Committee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-18 |
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