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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-07 |
Branch Locations
387 Medina Road, Suite 500, Medina, OH 44256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Medina | OH | 01/2016 | Present |
| Triv'S | Strongsville | OH | 01/2014 | 08/2018 |
| Zufall Financial Services | Medina | OH | 06/2014 | Present |
| Buckeye Activity Center | Medina | OH | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-12 |
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