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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| OH | RA | APPROVED | 2019-07-17 |
Branch Locations
201 East Fifth Street Suite 2500, Cincinnati, OH 45202 • United States
Cleves, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Crestview Hills | KY | 03/2014 | 07/2019 |
| Raymond James & Associates, Inc. | Cincinnati | OH | 07/2019 | Present |
(1) Name of Business: Address: 200 Spring Street, Cleves, OH, 45002, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/28/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I are buying a house for a rental property. We are supposed to close on the property 8/29/25. (2) Name of Business: Mantled LLC Address: 3927 Bremen Pass, Cleves, OH, 45002, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/30/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LLC was formed but nothing is owned by it currently. At some point, there will be a rental house owned by the LLC..
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-05-20 |
| S65 | Uniform Investment Adviser Law Examination | 2011-03-07 |
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