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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-05-12
  • OH RA
    APPROVED
    Since 2022-05-12

Branch Locations

7473 Center Street, Mentor, OH 44060 • 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
Raymond James Financial Services Inc Mentor OH 11/2015 Present
Raymond James Financial Services Advisors, Inc. Mentor OH 05/2022 Present
Carver Financial Mentor OH 04/2017 03/2025
Cfs, Llc Mentor OH 01/2025 Present
  • 11/2015 → Present
    Raymond James Financial Services Inc
    Mentor, OH
  • 05/2022 → Present
    Mentor, OH
  • 04/2017 → 03/2025
    Carver Financial
    Mentor, OH
  • 01/2025 → Present
    Cfs, Llc
    Mentor, OH
Other Businesses

(1)Name of Business: CFS, 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: Sales Assistant

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-06-11
  • S63 Uniform Securities Agent State Law Examination
    2019-06-11
Designations

View on SEC IAPD

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