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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
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. | Akron | OH | 01/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Akron | OH | 01/2026 | Present |
| Ubs Financial Services Inc. | Canton | OH | 02/2001 | 01/2026 |
(1)Name of Business: Momentum Wealth Partners Address: 350 Springside Dr Ste 101, Akron, OH, 44333-2435, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 01/07/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor/Investment Executive
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-08 |
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