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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2023-08-11
TX RA APPROVED 2023-08-11
  • OH RA
    APPROVED
    Since 2023-08-11
  • TX RA
    APPROVED
    Since 2023-08-11

Branch Locations

1575 Corporate Woods Pkwy., Uniontown, OH 44685 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 01/2017 → 05/2019
    Cornerstone Capital Advisors
    Uniontown, OH
  • 08/2016 → 12/2016
    University Of Akron School Of Law
    Akron, OH
  • 05/2019 → 11/2020
    Raleigh, NC
  • 12/2020 → 08/2023
    Akron, OH
  • 04/2021 → 08/2023
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 01/2022 → Present
    Rejuve Aesthetics
    Clinton, OH
  • 08/2023 → 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
Previous Registrations
  • 2021-02-09 → 2023-08-25
    Akron, OH
  • 2019-05-31 → 2020-12-10
    Uniontown, OH
  • 2017-02-15 → 2019-07-31
    Cornerstone Capital Advisors
    Uniontown, OH
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-13
  • S66 Uniform Combined State Law Examination
    2021-02-13
Designations

View on SEC IAPD

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