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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-04-19 |
| OH | RA | APPROVED | 2023-04-13 |
Branch Locations
6001 Royalton Rd, Suite 210, Broadview Heights, OH 44147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland | OH | 02/2012 | 04/2023 |
| Bank Of America, N.A. | Cleveland | OH | 03/2012 | 04/2023 |
| Raymond James & Associates | Broadview Heights | OH | 04/2023 | Present |
I*111093 For profit or not for profit: Non-Profit Organization Name of outside business organization: Club Molisani Charities Investment related: N Address of business: Wickliffe, Ohio 44092 Nature of business: Charitable Organization, Position, title, association: Director, Start date of relationship: 1/2/2018 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: To help organize the clubs activities and provide oversight for the general members. Also responsible for volunteering time at fundraising events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-17 |
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