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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-08 |
| OH | RA | APPROVED | 2021-06-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Longbow Securities | Independence | OH | 04/2016 | 06/2020 |
| Raymond James Financial Services, Inc. | Sandusky | OH | 07/2020 | Present |
| Raymond James Financial Services, Inc. | Sandusky | OH | 06/2021 | Present |
| Waterstreet Financial | Sandusky | OH | 07/2020 | 07/2023 |
(1)Name of Business: Address: 814 Salem Dr., Huron, OH, 44839, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My town home is still owned by me as a secondary property. The renter has renewed beginning 06/01/2025 for another 6 months. (2)Name of Business: CareerStream, LLC Address: 814 Salem Dr., Huron, OH, 44839, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Advisory Board Investment Related: Yes Start Date: 01/03/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisory Board member - finance chair. Consulting on start up procedures, financing options, capital allocation, forecasting, etc. No signing authority. None of company assets will ever be held at Raymond James. Strictly advisory services for a start up company. No solicitation or participation in any capital raising. Strictly consultative. (3)Name of Business: WSF BEB, LLC Address: 300 E. Water Street, Sandusky, OH, 44870, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 06/10/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Personal LLC set up for 1099 income and Financial Advising services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-23 |
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