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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-03-01 |
| TX | RA | APPROVED | 2023-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Chillicothe | OH | 10/2015 | 03/2023 |
| Raymond James Financial Services, Inc. | Chillicothe | OH | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Chillicothe | OH | 03/2023 | Present |
(1) Name of Business: Compass Investment Group Address: 8 Medical Dr Ste A, Chillicothe, OH, 45601-9813, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Officer - CEO, Associate/Employee Investment Related: No Start Date: 04/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: This is the DBA Name for my Independent Investment Practice affiliated with Raymond James. (2) Name of Business: Norman Property Management LLC Address: 11890 Pleasant Valley Rd, Chillicothe, OH, 45601, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 09/07/2015 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: Norman Wealth Management LLC Address: 8 Medical Dr Ste A, Chillicothe, OH, 45601-9813, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Operate an Independent Investment Firm. (4) Name of Business: The Courtyards at Deer Run LLC Address: 11890 Pleasant Valley Rd, Chillicothe, OH, 45601, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 06/01/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Assistance with budgeting, forecasting expenses and income and adjusting prices or management ideas.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-16 |
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