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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-08-11 |
| TX | RA | APPROVED | 2023-08-11 |
Branch Locations
1575 Corporate Woods Pkwy., Uniontown, OH 44685 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Capital Advisors | Uniontown | OH | 01/2017 | 05/2019 |
| University Of Akron School Of Law | Akron | OH | 08/2016 | 12/2016 |
| Captrust | Raleigh | NC | 05/2019 | 11/2020 |
| Morgan Stanley | Akron | OH | 12/2020 | 08/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2021 | 08/2023 |
| Rejuve Aesthetics | Clinton | OH | 01/2022 | Present |
| Brenneman Group | Uniontown | OH | 08/2023 | Present |
| Raymond James Financial Services, Inc. | Uniontown | OH | 08/2023 | Present |
| Raymond James Financial Services Advisors,Inc. | Uniontown | OH | 08/2023 | Present |
(1)Name of Business: Brenneman Group Address: 1575 Corporate Woods Pkwy Ste 250, Uniontown, OH, 44685-7895, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/11/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner (2)Name of Business: Rejuve Aesthetics LLC Address: 1184 Running Fox Ln, Clinton, OH, 44216, United States Activity Type: Part-Time Activity/Employment Position/Title: Bookkeeper Investment Related: No Start Date: 01/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Mange finances and business decisions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-13 |
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