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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-11-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 10/2013 | 10/2017 |
| Raymond James Financial Services, Inc. | Canton | OH | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Canton | OH | 11/2017 | Present |
| Portfoliovision | Canton | OH | 10/2017 | Present |
(1) Name of Business: Passion Community Church Address: 1024 Sunnywood Ln, Ravenna, OH, 44266, United States Activity Type: Religious Position/Title: Officer - Treasurer Investment Related: No Start Date: 08/31/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist with Excel budget reports and help reimburse expenses to church staff related to church items and events from the church checking account. (2) Name of Business: PortfolioVision Address: 4158 Munson St NW, Canton, OH, 44718, United States Activity Type: Support Company - Non-Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: This is the 6JY support company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-16 |
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