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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-02 |
| IL | RA | APPROVED | 2025-04-03 |
Branch Locations
120 S Riverside Plaza Suite 700, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Independence | OH | 10/2022 | 07/2024 |
| Landscapes By Terra | Marysville | OH | 06/2022 | 08/2022 |
| Condados | Columbus | OH | 03/2022 | 05/2022 |
| Pepper Pike Club | Pepper Pike | OH | 06/2014 | 10/2018 |
| 614 Pools | Columbus | OH | 08/2019 | 09/2021 |
| Chagrin Falls Water Department | Chagrin Falls | OH | 05/2019 | 08/2019 |
| Schottenstein Center | Columbus | OH | 11/2019 | 11/2020 |
| Walden Inn | Aurora | OH | 11/2018 | 01/2020 |
| Instacart | Columbus | OH | 01/2021 | 03/2022 |
| Janney Montgomery Scott Llc | Independence | OH | 07/2024 | 03/2025 |
| Raymond James & Associates, Inc | Chicago | IL | 03/2025 | Present |
| Alpine Valley Ski Resort | Chardon | OH | 11/2017 | 01/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-29 |
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