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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2009-01-02
  • OH RA
    APPROVED
    Since 2009-01-02

Branch Locations

100 N Main St #314, Chagrin Falls, OH 44022 • United States

Cleveland, OH • 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, 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
  • 01/1999 → Present
    Raymond James Financial Services, Inc.
    Willoughby Hills, OH
  • 01/2009 → Present
    Willoughby Hills, OH
  • 03/2014 → Present
    Oleinick Financial
    Parma, OH
  • 03/2020 → 03/2023
    Concurrent Advisors
    Willoughby Hills, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-12
S63 Uniform Securities Agent State Law Examination 1981-07-24
  • S65 Uniform Investment Adviser Law Examination
    1997-09-12
  • S63 Uniform Securities Agent State Law Examination
    1981-07-24

View on SEC IAPD

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