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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-11-02 |
| TX | RA | APPROVED | 2022-11-02 |
Branch Locations
350 Springside Drive Suite 101, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Akron | OH | 08/2012 | 10/2022 |
| Raymond James Financial Services, Inc | Akron | OH | 11/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Akron | OH | 11/2022 | Present |
| The Ohio State Alumni Association Of Medina County | Medina | OH | 09/2010 | Present |
(1) Name of Business: Denco Enterprises LLC Address: 350 Springside Dr Suite 101, Akron, OH, 44333-2688, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my personal Entity that is used in coordination with my Raymond James Business. This entity receives the revenue earned from my business and provides funds to our Momentum Team Entity to run our business (2) Name of Business: Momentum Wealth Partners Address: 350 Springside Dr. Suite 101, Akron, OH, 44333-2688, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/02/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-06 |
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