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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-25 |
| OH | RA | APPROVED | 2022-04-01 |
Branch Locations
17 N 4Th Street Floor 2, Zanesville, OH 43701 • United States
1016 N St Rt #2, New Martinsville, WV 26155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 10/2016 | 04/2022 |
| Terillium | Cincinnati | OH | 06/2013 | 10/2016 |
| Bank Of America, N.A. | Zanesville | OH | 01/2017 | 04/2022 |
| Raymond James & Associates | Zanesville | OH | 04/2022 | Present |
(1)Name of Business: Zanesville Museum of Art Address: 620 Military Rd, Zanesville, OH, 43701, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 09/20/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help advise the board on choosing their outside investment manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-26 |
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