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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 05/2013 | 08/2025 |
| Raymond James Financial Services, Inc. | Westerville | OH | 08/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Westerville | OH | 08/2025 | Present |
(1)Name of Business: Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/10/1996 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: We include insurance in our financial planning process. Gather facts, do analysis, recommend policies. The insurance will be run through RJFS insurance dept. (2)Name of Business: Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/10/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Wrote two books on financial planning (3)Name of Business: FlahertyColvin Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/20/1982 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage the business, work with clients in developing financial plans, research, implement and monitor investments (4)Name of Business: LeGrant LLC Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/02/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Building maintenance, collect rent, pay bills associated with the building (5)Name of Business: The Flaherty Consulting Group Address: 577 Office Pkwy, Westerville, OH, 43082-7937, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 09/20/1982 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Manage the business, work with clients in developing financial plans, research, implement and monitor investments,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1982-10-12 |
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