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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
100 N Main St #314, Chagrin Falls, OH 44022 • United States
Cleveland, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Willoughby Hills | OH | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Willoughby Hills | OH | 01/2009 | Present |
| Oleinick Financial | Parma | OH | 03/2014 | Present |
| Concurrent Advisors | Willoughby Hills | OH | 03/2020 | 03/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1981-07-24 |
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