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Katie Floyd

Sjs Investment Services

Sylvania, OH

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Current Employers
Sjs Investment Services

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED_RES 2022-01-25
  • OH RA
    APPROVED_RES
    Since 2022-01-25

Branch Locations

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sjs Investment Services Sylvania OH 09/2021 Present
Dana, Inc. Maumee OH 02/2019 09/2021
Pwc Toledo OH 08/2015 02/2019
  • 09/2021 → Present
    Sylvania, OH
  • 02/2019 → 09/2021
    Dana, Inc.
    Maumee, OH
  • 08/2015 → 02/2019
    Pwc
    Toledo, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-18
  • S65 Uniform Investment Adviser Law Examination
    2022-01-18
Other Names
  • Katie Marie Everhardt

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