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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-03-24 |
Branch Locations
5659 Rapid Run Road Unit 3, Cincinnati, OH 45238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2014 | 03/2022 |
| Raymond James Financial Services, Inc | Cincinnati | OH | 03/2022 | Present |
| Raymond James Financial Services Advisor, Inc | Cincinnati | OH | 03/2022 | Present |
| Next Retirement Solutions | Cincinnati | OH | 03/2022 | 03/2023 |
| Concurrent Advisors | Cincinnati | OH | 03/2022 | 03/2023 |
(1)Name of Business: CurdCo Wealth Management Address: 5659 Rapid Run Rd Unit 3, Cincinnati, OH, 45238-4124, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 03/24/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support company DBA for practice (2)Name of Business: Kids & Community Food Collaborative Address: 5659 Rapid Run Rd Unit 3 , Cincinnati, OH, 45238, United States Activity Type: Non profit Position/Title: Board Member, Founder, Officer - President Investment Related: Yes Start Date: 06/21/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain non profit account held at North Side Bank & Trust, pay Freestore Foodbank monthly invoices. Develop community partnerships and raise funds for the purchase of food packs for students within the Oak Hills Local School District.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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