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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-03-28 |
| OH | RA | APPROVED | 2010-03-15 |
Branch Locations
5001 Horizons Drive Suite 102, Upper Arlington, OH 43220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Columbus | OH | 03/2010 | Present |
| Medich Group Inc. | Upper Arlington | OH | 03/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Upper Arlington | OH | 03/2010 | Present |
| Gretchen Medich Irrovocable Life Insurance Trust | Upper Arlington | OH | 09/2001 | Present |
(1)Name of Business: Medich Group Inc Address: 5001 Horizons Dr Ste 102, Upper Arlington, OH, 43220, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/12/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: president, owner (2)Name of Business: Prospect Street Four Address: 3100 Stoney Bridge Ln., Columbus, OH, 43221, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 11/04/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: St. Stevans Orthodox Church Address: 1840 N. Cassady, Columbus, OH, 43219, United States Activity Type: Non profit Position/Title: Officer - Secretary Investment Related: Yes Start Date: 05/15/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial reporting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1981-06-03 |
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