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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-04-14 |
| OH | RA | APPROVED | 2019-10-01 |
Branch Locations
2299 Miamisburg Centerville Road, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associate | Dayton | OH | 02/2016 | 09/2019 |
| Xenia Christian | Xenia | OH | 07/2016 | 10/2019 |
| Legacy Christian Academy | Xenia | OH | 07/2016 | 03/2019 |
| Raymond James Financial Services, Inc. | Dayton | OH | 10/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Dayton | OH | 10/2019 | Present |
(1) Name of Business: McGillivary & Ippisch Wealth Advisors Address: 2299 Miamisburg Centerville Rd, Dayton, OH, 45459-3816, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a wealth advisor, managing assets for both personal clients and clients for Marty McGillivary.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-07 |
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