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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-09 |
| NY | RA | APPROVED | 2026-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Solon | OH | 07/2023 | 11/2025 |
| Jpmorgan Chase Bank, N.A. | Solon | OH | 07/2023 | 11/2025 |
| Rocket Mortgage Llc | Cleveland | OH | 07/2019 | 05/2022 |
| Bedrock Manufacturing | Shaker Heights | OH | 08/2022 | 06/2023 |
| Bds Financial Network | Solon | OH | 08/2018 | 02/2019 |
| Oakwood Financial Services Llc | Rochester | NY | 01/2018 | 08/2018 |
| Paychex Insurance Agency | Rochester | NY | 10/2017 | 02/2018 |
| Unemployed | Beachwood | OH | 03/2019 | 06/2019 |
| Unemployed | Beachwood | OH | 06/2022 | 07/2022 |
| Western Regional Otb | Batavia | NY | 06/2016 | 11/2017 |
| Commonwealth Financial Network | Waltham | MA | 01/2026 | 02/2026 |
| Raymond James Financial Services Inc. | Rochester | NY | 02/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Rochester | NY | 02/2026 | Present |
| St John Fisher College | Rochester | NY | 09/2016 | 05/2018 |
(1)Name of Business: OakWood Financial Services Address: 190 Linden Oaks Ste A, Rochester, NY, 14625-2812, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/18/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Support Financial Advisor role, collect pre-meeting materials, summarize meetings and action items, sit in on joint meetings with Senior Partners.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-07 |
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