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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-01-07
TX RA APPROVED 2026-01-07
  • OH RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2026-01-07

Branch Locations

8286 South Ave Bldg A, Boardman, OH 44512 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cambridge Investment Research, Inc Fairfield IA 01/2018 07/2020
Cambridge Investment Research, Inc Fairfield IA 07/2020 01/2026
Youngstown State University Youngstown OH 08/2016 05/2020
Cambridge Investment Research Advisors, Inc. Fairfield IA 08/2020 01/2026
South Range High School Canfield OH 07/2021 04/2023
Raymond James Financial Services Inc. Boardman OH 01/2026 Present
Raymond James Financial Services Advisors Inc. Boardman OH 01/2026 Present
  • 01/2018 → 07/2020
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 07/2020 → 01/2026
    Cambridge Investment Research, Inc
    Fairfield, IA
  • 08/2016 → 05/2020
    Youngstown State University
    Youngstown, OH
  • 08/2020 → 01/2026
    Fairfield, IA
  • 07/2021 → 04/2023
    South Range High School
    Canfield, OH
  • 01/2026 → Present
    Raymond James Financial Services Inc.
    Boardman, OH
  • 01/2026 → Present
    Boardman, OH
Previous Registrations
Other Businesses

(1) Address: 8286 S Ave Bldg A, Boardman , OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 02/04/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Brokered Agent Independently directly with MassMutual for Life and Disability Insurance. \n\nAct independently and offer clients another solution through MassMutual. (2) Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent Investment Related: Yes 01/31/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Brokered Agent Independently directly with MassMutual for Life and Disability Insurance. \n\nAct independently and offer clients another solution through MassMutual. (3) Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent Investment Related: Yes 11/30/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Broker Agent - directly licensed to offer Life and Disability Insurance Products to clients. (Term, Index Universal Life, Universal Life and Whole Life Products). (4) AuguStar Financial/Ohio National Life Services Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 11/30/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Broker Agent - directly licensed to offer Life and Disability Insurance Products to clients. (Term, Index Universal Life, Universal Life and Whole Life Products). (5) Hometown Insurance Solutions Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 11/29/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Independent Insurance Agent. Licensed to sell Medicare and Health Insurance Products. \n\nSell, market and service existing Medicare Clients. No new prospecting. \n\nRun monthly Medicare/Health commissions and pay individual agents. (6) Klim Insurance Group Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent, Owner Investment Related: Yes 07/31/2019 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Agent and Part-Owner. Individual Medicare and Health Insurance. (7) Semper Capital Partners LLC Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Business Owner P/T: Partner Investment Related: No 06/24/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Partner with Parker Sherry (Advisor in Branch). This LLC was formed to simply run payroll and expenses out of for a future hire. Capital Contributions will be made from each of us to pay monthly expenses. No revenue from outside business activity will be run through this. (8) WRS Insurance Solutions Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 07/07/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Independent Insurance Agent.\nLife, Medicare, Disability insurance. \n\nContracted directly with carriers - AuguStar, MassMutual, Ameritas. (9) WRS Wealth Advisors Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Support Company - Non Owner P/T: Other Investment Related: No 07/31/2020 HPM: 81+ HPM during trading hours: 41+ Duties:: We utilize WRS Wealth Advisors as our DBA.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-07-07

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