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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-28 |
| OH | RA | APPROVED | 2021-02-26 |
Branch Locations
6361 Branch Hill Guinea Pike, Loveland, OH 45140 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Loveland | OH | 09/1999 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Loveland | OH | 02/2021 | Present |
| Raymond James Financial Services, Inc | Loveland | OH | 02/2021 | Present |
| Concurrent | Loveland | OH | 02/2021 | 03/2023 |
(1)Name of Business: Ascension Partners, LLC Address: 6361 Branch Hill Guinea Pike, Loveland, OH, 45140-9498, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/09/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: OJS owner of 25% with a total of 4 owners. Helping other satellite offices who join OSJ. (2)Name of Business: JLK Property Investments, LLC Address: 992 Paxton Guinea Road, Loveland, OH, 45140, United States Activity Type: Rental Real Estate Position/Title: Officer - President, Owner/Proprietor Investment Related: Yes Start Date: 05/01/2005 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 own a commercial building that is currently being leased by Raymond James/ Kuethe Wealth Planning. I am responsible for paying the bills such as lawncare, utilities, taxes and insurance. The building is 3,000 sq ft. (3)Name of Business: Kuethe Wealth Planning Address: 6361 Branch Hill Guinea Pike, Loveland, OH, 45140-8331, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor for individual investors. Focused on planning for clients financial goals.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
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