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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-10-31 |
Branch Locations
6000 Freedom Square Dr Suite 350, Independence, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Canton | OH | 05/2017 | 06/2020 |
| Jpmorgan Chase Bank | Canton | OH | 08/2016 | 06/2020 |
| Chico Fas - White House Black Market | Canton | OH | 09/2016 | 08/2019 |
| Mass Mutual Life Insurance Company | Cleveland | OH | 07/2020 | 08/2023 |
| Mml Investors Services | Cleveland | OH | 07/2020 | 08/2023 |
| Raymond James Financial Services, Inc | Independence | OH | 10/2023 | Present |
| Unemployed | Westlake | OH | 08/2023 | 10/2023 |
| Raymond James Financial Services Advisors, Inc. | Independence | OH | 10/2023 | Present |
(1)Name of Business: LongView Financial Partners Address: 6000 Freedom Square Dr Ste 350, Independence, OH, 44131-2567, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/04/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I will be engaged in daily office activities, financial planning process for clients and marketing.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-09-25 |
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