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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-30 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 12/1996 | 07/2022 |
| Bank Of America, Na | Columbus | OH | 12/2009 | 07/2022 |
| Raymond James & Associates, Inc. | Dublin | OH | 08/2022 | Present |
I*110456 For profit or not for profit: Non-Profit Organization Name of outside business organization: Easter Seals of Central & Southeast Ohio Investment related: N Address of business: Hilliard, Ohio 43026 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 1/1/2018 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Provide assistance for children, adults, and Veterans with a physical or M D. Assist the other board members with experience and ideas to further advance the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-28 |
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