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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2018-08-29
  • OH RA
    APPROVED
    Since 2018-08-29

Branch Locations

4050 Cleve-Mass Road, Norton, OH 44203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timothy D. Brenner And Associates Norton OH 02/2014 Present
Raymond James Financial Services, Inc. Norton OH 01/2016 Present
Raymond James Financial Services Advisors Inc. Norton OH 08/2018 Present
Other Businesses

1. TIMOTHY D. BRENNER AND ASSOCIATES; NORTON, OH; SUPPORT COMPANY/DBA (NON-OWNER); EMPLOYEE; NOT INVESTMENT RELATED; 02/2014-PRESENT; 0 HOURS PER MONTH, 0 HOURS DURING TRADING; ADMINISTRATION.

Other Names
  • Bethany Faye Repp
  • Bethany Faye Lott
  • Bethany Faye Greiner
  • Bethany Faye Sonntag

View on SEC IAPD

More in Norton, OH

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