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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-28
OH RA APPROVED 2021-02-26
  • TX RA
    APPROVED
    Since 2025-04-28
  • OH RA
    APPROVED
    Since 2021-02-26

Branch Locations

6361 Branch Hill Guinea Pike, Loveland, OH 45140 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-10-06
  • S63 Uniform Securities Agent State Law Examination
    1999-10-06

View on SEC IAPD

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