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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-15
OH RA APPROVED 2024-04-24
  • TX RA
    APPROVED
    Since 2025-01-15
  • OH RA
    APPROVED
    Since 2024-04-24

Branch Locations

350 Springside Drive Suite 101, Akron, OH 44333 • 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
Howard Hanna Wadsworth OH 10/2013 12/2018
Mc Real Estate Medina OH 01/2013 Present
Momentum Wealth Partners Akron OH 11/2022 Present
Raymond James Financial Services, Inc Akron OH 11/2022 Present
Raymond James Financial Services Advisors, Inc Akron OH 04/2024 Present
  • 10/2013 → 12/2018
    Howard Hanna
    Wadsworth, OH
  • 01/2013 → Present
    Mc Real Estate
    Medina, OH
  • 11/2022 → Present
    Momentum Wealth Partners
    Akron, OH
  • 11/2022 → Present
    Raymond James Financial Services, Inc
    Akron, OH
  • 04/2024 → Present
    Akron, OH
Other Businesses

(1)Name of Business: Address: 2670-2677 Rennie Ct, New Franklin, OH, 44203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I own a duplex that my mom lives in. (2)Name of Business: MC Real Estate Address: 787 Longbrook Drive, Wadsworth , OH, 44281, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Agent Investment Related: Yes Start Date: 10/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Real Estate Agent (3)Name of Business: Momentum Wealth Partners Address: 350 Springside Drive, Akron, OH, 44333-2688, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/11/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor and Business Development Manager

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-12
  • S66 Uniform Combined State Law Examination
    2024-04-12
Other Names
  • Lisa Inestroza
  • Lisa Petit

View on SEC IAPD

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