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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Canton | OH | 10/2021 | Present |
| Walsh University | North Canton | OH | 08/2016 | 10/2021 |
| Portfoliovision, Inc | Canton | OH | 10/2021 | Present |
| Raymond James Financial Services Advisors, Inc | Canton | OH | 12/2024 | Present |
PortfolioVision, Inc; not investment related; Canton, OH; support company DBA; Advisor; Advisor; 10/2021; 0hrs/month; 0hrs/month during trading hours; Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-09 |
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