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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-31 |
Branch Locations
159 Crocker Park Blvd. Suite 390, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And Smith Incorporated | Valencia | CA | 03/2010 | 12/2018 |
| Bank Of America, N.A. | Valencia | CA | 03/2010 | 01/2019 |
| Western Southern Life | Independance | OH | 01/2021 | 04/2021 |
| W&S Brokerage Services | Cincinnati | OH | 01/2021 | 04/2021 |
| Unemployed | Cleveland | OH | 01/2019 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 08/2022 | 01/2025 |
| Unemployed | Cleveland | OH | 04/2021 | 08/2022 |
| Bank Of America, N.A. | Cleveland | OH | 02/2023 | 01/2025 |
| Raymond James & Associates, Inc | Westlake | OH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-21 |
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