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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-12 |
| OH | RA | APPROVED | 2017-09-20 |
Branch Locations
2154 E. Main Street Suite # 201, Bexley, OH 43209 • United States
Nantucket, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Of Ohio | Columbus | OH | 02/2015 | 07/2017 |
| Raymond James & Associates, Inc. | Bexley | OH | 08/2017 | Present |
(1) Name of Business: G&W Properties LLC Address: 46 N parkview ave, Columbus, OH, 43209, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: manage real estate, collect rent (2) Name of Business: Tennis Ltd Address: 46 North Parkview Ave., Columbus, OH, 43209, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: partial owner of business with wife
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-20 |
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