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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-09 |
| OH | RA | APPROVED | 2008-01-28 |
Branch Locations
8044 Montgomery Rd Suite 710, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Cincinnati | OH | 01/2008 | Present |
(1)Name of Business : Nicholas Roetenberger Trust Address: Cincinnati,OH Nature of the Business: Trustee/Successor Trustee Position/Title: Trustee/Successor Trustee Investment Related: Yes Start Date: 2/17/2004 Hours per month devoted to this business: 3 Hours per month devoted to this business during trading hours: 3 Description of duties: investment decisions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-06 |
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