Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-28
OH RA APPROVED 2010-03-15
  • TX RA
    APPROVED_RES
    Since 2019-03-28
  • OH RA
    APPROVED
    Since 2010-03-15

Branch Locations

5001 Horizons Drive Suite 102, Upper Arlington, OH 43220 • 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
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
  • 03/2010 → Present
    Raymond James Financial Services
    Columbus, OH
  • 03/2010 → Present
    Medich Group Inc.
    Upper Arlington, OH
  • 03/2010 → Present
    Upper Arlington, OH
  • 09/2001 → Present
    Gretchen Medich Irrovocable Life Insurance Trust
    Upper Arlington, OH
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-03-17
S63 Uniform Securities Agent State Law Examination 1981-06-03
  • S65 Uniform Investment Adviser Law Examination
    1997-03-17
  • S63 Uniform Securities Agent State Law Examination
    1981-06-03
Other Names
  • Rick Medich

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Upper Arlington, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor