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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-12-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Brunswick | OH | 07/2016 | 02/2017 |
| Pnc Investments | Pittsbugh | PA | 07/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westlake | OH | 02/2017 | 12/2017 |
| Raymond James Financial Services, Inc | Mentor | OH | 12/2017 | Present |
| Raymond James Financial Services Advisor, Inc | Mentor | OH | 12/2017 | Present |
| Carver Financial Services, Llc | Mentor | OH | 01/2025 | Present |
| Carver Financial Services | Mentor | OH | 12/2017 | 12/2024 |
(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-12 |
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