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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-02-11 |
| OH | RA | APPROVED | 2009-01-02 |
Branch Locations
450 W. Wilson Bridge Rd. Suite 100, Worthington, OH 43085 • United States
Westerville, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Worthington | OH | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Worthington | OH | 01/2009 | Present |
| Financial Advisors Resources | Worthington | OH | 01/1999 | Present |
(1)Name of Business: Financial Advisors Resources Address: 450 West Wilson Bridge Road Suite 100 Worthington,Ohio, Worthington, OH, 43085, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 01/01/1999 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial Advisers Resoures is an LLC I use for payroll and other business expenses. Partner includes Jorge LLaneza, John Foley (2)Name of Business: Foley & Fields Wealth Strategies Address: 450 W. Wilson Bridge Road, Worthington, OH, Worthington, OH, 43085, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/01/1981 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: owner of support company for RJFS practice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-10-16 |
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