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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Cleveland | OH | 04/2019 | 03/2020 |
| Embrescia Wealth Management Company | Aurora | OH | 10/2017 | 03/2019 |
| Brockway Properties | University Heights | OH | 10/2017 | 03/2019 |
| Metropolitan Pools | Parma | OH | 05/2016 | 09/2017 |
| Pnc Investments | Cleveland | OH | 03/2020 | 10/2020 |
| Pnc Investments | Cleveland | OH | 10/2020 | 07/2021 |
| Pnc Investments | Cleveland | OH | 07/2021 | 02/2022 |
| Raymond James Financial Services, Inc. | Mentor | OH | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Mentor | OH | 02/2022 | Present |
| Carver Financial Services, Llc | Mentor | OH | 01/2025 | Present |
(1)Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Assistant/Paraplanner
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-03-03 |
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