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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-21 |
| TX | RA | APPROVED | 2025-08-14 |
Branch Locations
7237 Cincinnati Dayton Rd Suite 103, Liberty Township, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2010 | 05/2025 |
| Raymond James Financial Services Inc. | West Chester | OH | 05/2025 | Present |
| Raymond James Financial Services Advisors Inc. | West Chester | OH | 05/2025 | Present |
(1)Name of Business: Mishler Financial Planning Address: 7237 Cincinnati Dayton Rd Ste 103, Liberty Township, OH, 45069-1774, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/14/2025 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner of business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-19 |
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