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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-27 |
| OH | RA | APPROVED | 2018-10-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Hudson | OH | 04/2015 | Present |
| Raymond James Financial Services Advisors Inc. | Hudson | OH | 10/2018 | Present |
(1)Name of Business: Wentz Financial Group Address: 5790 Hudson Dr, Hudson, OH, 44236, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/27/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor that is an employee of Wentz Financial Group. All commissions are paid to branch and I am paid a salary from Wentz Financial Group
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-15 |
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