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Amanda Louise Penitz

Raymond James & Associates, Inc.

Westlake, OH

Westlake, OH

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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-08-25
TX RA APPROVED 2017-08-25
  • OH RA
    APPROVED
    Since 2017-08-25
  • TX RA
    APPROVED
    Since 2017-08-25

Branch Locations

159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States

Westlake, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley & Co., Incorporated Cleveland OH 04/2007 08/2017
Morgan Stanley Smith Barney Westlake OH 06/2009 08/2017
Raymond James & Associates, Inc Westlake OH 08/2017 Present
  • 04/2007 → 08/2017
    Morgan Stanley & Co., Incorporated
    Cleveland, OH
  • 06/2009 → 08/2017
    Morgan Stanley Smith Barney
    Westlake, OH
  • 08/2017 → Present
    Raymond James & Associates, Inc
    Westlake, OH
Previous Registrations
  • 2009-06-01 → 2017-08-29
    Morgan Stanley
    Westlake, OH
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Westlake, OH
    Cleveland, OH
  • 2005-10-18 → 2007-04-02
    Morgan Stanley Dw Inc.
    Cleveland, OH
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-14
  • S66 Uniform Combined State Law Examination
    2005-10-14
Other Names
  • Amanda Louise Mcconnell

View on SEC IAPD

Other Firms

PARADIGM WEALTH MANAGEMENT, LLC
HIGHLAND CONSULTING ASSOCIATES INC.
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
COLETTA CAPITAL, LLC
ATHLETES FINANCIAL ADVISERS, LLC
MORGAN STANLEY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INDEPENDENT FINANCIAL GROUP, LLC

Other Investors

GREGORY STEVEN JOHNSON
KEVIN VINCENT COONEY
DOUGLAS CARL KUHLMAN
MARNIE RENEE RANDEL
THOMAS RANDALL FAIRFAX
Ryan Christopher Smeltzer
Laurel Fitzsimmons
Michael Coletta

Other Offices

PARADIGM WEALTH MANAGEMENT, LLC · WESTLAKE, OH
HIGHLAND CONSULTING ASSOCIATES INC. · CLEVELAND, OH
HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC. · CLEVELAND, OH
COLETTA CAPITAL, LLC · WESTLAKE, OH
ATHLETES FINANCIAL ADVISERS, LLC · WESTLAKE, OH
MORGAN STANLEY · Westlake, OH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE, OH
INDEPENDENT FINANCIAL GROUP, LLC · Westlake, OH

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