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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-03 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Mentor | OH | 08/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Mentor | OH | 01/2009 | Present |
| Carver Financial Services. Llc | Mentor | OH | 01/2025 | Present |
| Carver Financial Services. | Mentor | OH | 08/1999 | 12/2024 |
(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: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Services (2) Name of Business: RMS Transportation LLC Address: 8215 Lakeshore Blvd., Mentor, OH, 44060, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 01/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provided initial capital of $70,000 and provided loan guarantee on the aircraft.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
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