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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-05-10 |
Branch Locations
8041 Hosbrook Road Suite 416, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Cincinnati | OH | 03/2018 | Present |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 01/2017 | 03/2018 |
| Jackson National | Chicago | IL | 02/2016 | 12/2016 |
| Raymon James Financial Services Advisors Inc. | Cincinnati | OH | 05/2018 | Present |
| Jw-Cin Inc | Cincinnati | OH | 01/2017 | Present |
(1)Name of Business: Aspire Wealth Planning Address: 8041 Hosbrook Rd Ste 416, Cincinnati, OH, 45236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/06/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Service (2)Name of Business: JW-CIN INC Address: 8041 Hosbrook Rd Ste 416, Cincinnati, OH, 45236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/03/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-20 |
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