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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-10-15 |
| TX | RA | APPROVED_RES | 2018-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2002 | 10/2018 |
| Raymond James Financial Services, Inc. | Marysville | OH | 10/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Marysville | OH | 10/2018 | Present |
| Financial Strategies Group Llc | Marysville | OH | 10/2018 | Present |
(1) Name of Business: Mitchell Financial Strategies Group LLC Address: 335 Restoration Drive, Marysville, OH, 43040, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is the S-Corp for MFSG LLC. (2)Name of Business: Milholland & Mitchell Financial Group Address: 246 W 5th St Ste 102, Marysville, OH, 43040-1293, United States Activity Type: Support Company - Owner Position/Title: Partner Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Work in conjunction with Eric Milholland and Matt Milholland to operate a financial planning practice based in Marysville, Ohio. Duties include meeting with clients and prospective clients; assisting employees with education and training and some operation activities; assisting in marketing activities.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-01 |
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