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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-19 |
| OH | RA | APPROVED | 2022-08-18 |
Branch Locations
3300 Enterprise Parkway Suite 200, Beachwood, OH 44122 • United States
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
Westlake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 07/2013 | 08/2022 |
| Bank Of America, N.A. | Westlake | OH | 07/2013 | 08/2022 |
| Raymond James & Associates, Inc. | Beachwood | OH | 08/2022 | Present |
I*134288 For profit or not for profit: Non-Profit Organization Name of outside business organization: St. Edwards High School Investment related: N Address of business: Lakewood, Ohio 44107 Nature of business: Other,Non Profit Religious entity Position, title, association: Advisory Board Member, Start date of relationship: 9/1/2020 Number of hours devoted: 4 hour(s) Quarterly Number of hours devoted during trading hours:0 Duties: Catholic Boys High School
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-17 |
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