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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-04 |
| OH | RA | APPROVED | 2009-11-18 |
Branch Locations
561 Boston Mills Road Suite 400, Hudson, OH 44236 • United States
Cuyahoga Falls, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Reserve Resources Corporation | Hudson | OH | 09/1990 | Present |
| Raymond James Financial Services | Hudson | OH | 05/1993 | Present |
| Raymond James Financial Services Advisors, Inc. | Hudson | OH | 11/2009 | Present |
| Western Reserve Resources Corp | Hudson | OH | 09/1990 | Present |
(1)Name of Business: WesRev Inc Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236-5512, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 07/22/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Maintaining corporate activities such as \nTax filings\nInsurance filings\nOther government regulations for which the corporation is expected to comply (2)Name of Business: Western Reserve Resources Corp Address: 561 Boston Mills Rd Ste 400, Hudson, OH, 44236, United States Activity Type: Independent RIA Position/Title: Officer - Vice President Investment Related: Yes Start Date: 05/01/2008 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Oversee financial planning as prepared by financial advisors (registered representatives) including Know Your Client, Suitability, Liquidity, Current Estate data and reports, Risk tolerance determination
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-07-30 |
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