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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-31 |
| OH | RA | APPROVED | 2017-05-02 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Dayton | OH | 03/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Dayton | OH | 05/2017 | Present |
| Lpl Financial, Llc Aka Linsco/Private Ledger Corp. | West Carrollton | OH | 02/1994 | 03/2017 |
(1)Name of Business: Harrison Address: 504 E Lower Springboro Rd, Springboro, OH, 45066, United States Activity Type: Control Person Position/Title: Trustee (Named Only) Investment Related: Yes Start Date: 03/17/2017 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 successor trustee for my parents trust (2)Name of Business: Harrison Wealth Management Group, Ltd. Address: 1700 Lyons Road Suite D, Dayton, OH, 45458, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/17/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Securities and Insurance, Investment Management (3)Name of Business: Harrison Weath Management Group, Ltd. Address: 1700 Lyons Road Suite D, Dayton, OH, 45458, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/17/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner/Branch Manager
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-12-19 |
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