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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-10-26 |
| TX | RA | APPROVED | 2020-10-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | OH | 02/1996 | 10/2020 |
| Bank Of America, N.A. | Mansfield | OH | 01/2012 | 10/2020 |
| Raymond James Financial Services, Inc. | Mansfield | OH | 10/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Mansfield | OH | 10/2020 | Present |
(1)Name of Business: Address: 600 Hawthorne Lane, Mansfield, OH, 44907, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/10/2010 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Oversee 9 residential rental units (2)Name of Business: Platinum Family Wealth Address: 103 South Diamond Street, Mansfield, OH, 44902, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/26/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor managing partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-07 |
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