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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 09/2022 | 01/2023 |
| Unemployed | Caldwell | OH | 05/2015 | 05/2016 |
| Enengineering | Caldwell | OH | 06/2016 | 08/2016 |
| Cckitchens | Cincinnati | OH | 09/2016 | 09/2017 |
| Grid One Solutions | Cincinnati | OH | 09/2017 | 02/2018 |
| University Of Cincinnati | Cincinnati | OH | 01/2016 | 04/2021 |
| Unemployed | Las Vegas | NV | 05/2021 | 03/2022 |
| W&S Brokerage Services, Inc | Cincinnati | OH | 12/2021 | 11/2022 |
| Southeast Health Care | Columbus | OH | 03/2022 | 08/2022 |
| Heritage Crystal Clean | Cincinnati | OH | 07/2018 | 05/2019 |
| Amazon | Hebron | KY | 11/2019 | 01/2020 |
| Ameriprise Financial Services, Llc | Caldwell | OH | 02/2023 | 09/2024 |
| Raymond James Financial Services, Inc. | Cambridge | OH | 09/2024 | Present |
| Raymond James Finanical Services Advisors, Inc. | Cambridge | OH | 09/2024 | Present |
| Peoples Investment Services | Cambridge | OH | 09/2024 | Present |
| Peoples Bank | Cambridge | OH | 09/2024 | Present |
(1)Name of Business: Peoples Bank Address: 845 Wheeling Ave, Cambridge, OH, 43725-2316, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 09/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Bank employee, I do not do any physical trading in the trust accounts. My role is the relationship manager for these accounts. (2)Name of Business: Peoples Investment Services Address: 845 Wheeling Ave, Cambridge, OH, 43725-2316, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/16/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Rep
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-29 |
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