Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
WV RA APPROVED 2025-01-14
OH RA APPROVED 2025-01-10
TX RA APPROVED_RES 2025-01-10
  • WV RA
    APPROVED
    Since 2025-01-14
  • OH RA
    APPROVED
    Since 2025-01-10
  • TX RA
    APPROVED_RES
    Since 2025-01-10

Branch Locations

138 Putnam Street, Marietta, OH 45750 • 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
The Huntington Investment Company Columbus OH 10/2009 06/2021
Wesbanco Securities, Inc. Parkersburg WV 06/2021 01/2025
Peoples Investment Services Marietta OH 01/2025 Present
Peoples Bank Marietta OH 01/2025 Present
Raymond James Financial Services, Inc. Marietta OH 01/2025 Present
Raymond James Financial Services Advisors, Inc. Marietta OH 01/2025 Present
Previous Registrations
  • 2021-06-25 → 2025-01-31
    Parkersburg, WV
    Wheeling, WV
    Parkersburg, WV
    Vienna, WV
    Mineral Wells, WV
    Ravenswood, WV
    Marietta, OH
  • 2013-07-17 → 2021-06-14
    Huntington, WV
    Lavalette, WV
    Hurricane, WV
    Parkersburg, WV
    Nitro, WV
    Harrisville, WV
    Marietta, OH
    Vienna, WV
    Parkersburg, WV
Other Businesses

(1)Name of Business: Peoples Bank Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Bank or Credit Union Associate Position/Title: Officer - Vice President Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I work for Peoples Bank who has a relationship with Raymond James. I provide retirement plan services and fiduciary products through Peoples Bank (2)Name of Business: Peoples Investment Services Address: 138 Putnam St, Marietta, OH, 45750-2923, United States Activity Type: Support Company - Non Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/10/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: DBA name for Raymond James business - Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-07-15
S63 Uniform Securities Agent State Law Examination 2009-05-11
  • S66 Uniform Combined State Law Examination
    2013-07-15
  • S63 Uniform Securities Agent State Law Examination
    2009-05-11
Other Names
  • Michael R Schneider

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Marietta, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor