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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-19 |
| OH | RA | APPROVED | 2020-10-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mansfield | OH | 07/2014 | 10/2020 |
| Bank Of America, N.A. | Mansfield | OH | 12/2014 | 10/2020 |
| Raymond James Financial Services, Inc. | Mansfield | OH | 10/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Mansfield | OH | 10/2020 | Present |
| Platinum Family Wealth, Llc | Mansfield | OH | 10/2020 | Present |
1. Name of Business: Platinum Family Wealth, LLC Address: 40 W 4th St Ste 201, Mansfield, OH, 44902-1206, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/28/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage this LLC for business expenses including building lease, payroll, business expenses, etc
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-15 |
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