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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2012-09-25 |
Branch Locations
7473 Center Street, Mentor, OH 44060 • United States
Willowick, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mentor | OH | 09/2012 | Present |
| Raymond James Financial Services Advisors Inc. | Mentor | OH | 09/2012 | Present |
| Carver Financial Services, Inc. | Mentor | OH | 04/2014 | 12/2024 |
| Carver Financial Services, Llc | Mentor | OH | 01/2025 | Present |
(1)Name of Business: Carver Financial Services, LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Registered Compliance Administrator, cliet service and financial advisor support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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