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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2021-05-03 |
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sandusky | OH | 04/2009 | 05/2021 |
| Raymond James Financial Services, Inc | Sandusky | OH | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Sandusky | OH | 05/2021 | Present |
(1)Name of Business: BPJLA Holdings, LLC Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This LLC allows compensation from RJFS to be directed to this company. Facilitates my status as a 1099 independent contractor. (2)Name of Business: City of Sandusky, Ohio Address: 240 Columbus Avenue, Sandusky, OH, 44870, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Finance/Investment Committee Member, Advisory Board Investment Related: No Start Date: 01/01/2011 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 a member of an advisory finance committee that meets with city leadership. I receive no compensation and have no authority on any investment and/or bank accounts. (3)Name of Business: Waterstreet Financial Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 05/03/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This company is the DBA for the RJFS office that I am associated with
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-28 |
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