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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2015-05-15 |
| OH | RA | APPROVED | 2009-04-30 |
Branch Locations
6012 Renaissance Place Suite A, Toledo, OH 43623 • United States
3333 Renaissance Blvd Suite 217, Bonita Springs, FL 34134 • United States
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. | Toledo | OH | 04/2009 | Present |
| Raymond James Financial Services Advisors, Inc | Toledo | OH | 04/2009 | Present |
| Nwq Wealth Partners, Llc | Toledo | OH | 04/2009 | Present |
| Lexington Capital Partners, Llc | Toledo | OH | 04/2009 | Present |
(1) Name of Business: Lexington Capital Partners, LLC Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/16/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Lexington Capital Partners, LLC- disreguarded entity (2) Name of Business: na Address: 6012 Renaissance Pl Ste A, Toledo, OH, 43623, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 02/14/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: referral (3) Name of Business: NWQ Wealth Partners, LLC Address: 6012 Renaissance Place Suite A, Toledo, OH, 43623, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 04/16/2009 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Member
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-29 |
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