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550 S. Main Street, Springboro, OH 45066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
| IL | RA | APPROVED | 2025-10-07 |
| TX | RA | APPROVED_RES | 2025-10-03 |
| CA | RA | APPROVED | 2025-10-02 |
| OH | RA | APPROVED | 2020-08-19 |
Branch Locations
550 S. Main Street, Springboro, OH 45066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 04/2017 | 08/2020 |
| Kinross Search Partners, Inc. | Westport | CT | 09/2012 | 04/2017 |
| Invest Capital Partners | Springboro | OH | 08/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-05 |
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