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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-01-11 |
| KY | RA | APPROVED | 2018-09-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Navy | Tinker Afb | OK | 02/2013 | 02/2017 |
| Unemployed | Oklahoma City | OK | 02/2017 | 03/2017 |
| Target | Norman | OK | 03/2017 | 05/2017 |
| Hobby Lobby | Oklahoma City | OK | 05/2017 | 04/2018 |
| Raymond James Financial Services, Inc | Maysville | KY | 04/2018 | 06/2018 |
| Raymond James Financial Services, Inc | Cincinnati | OH | 06/2018 | Present |
| Raymond James Financial Services Advisors Inc. | Cincinnati | OH | 09/2018 | Present |
| U.S. Navy | Columbus | OH | 05/2019 | Present |
(1) Name of Business: Cornerstone Retirement Advisor , Inc. Address: 1139 Fehl Ln, Cincinnati, OH, 45230, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/01/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Business development officer (2) Name of Business: Cornerstone Retirement Advisor , Inc. Address: 1139 Fehl Ln, Cincinnati, OH, 45230, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/28/2020 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Sell Fixed, index, life and Medicare insurances when rates for similar terms are higher (3) Name of Business: International Order of Odd Fellows, Dekalb Lodge #12\t Address: 491 Tucker Dr, Maysville, KY, 41075, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voting member (1 of 11) in Committee. Responsible for voting on issue brought by the chair regarding financial condition of the lodge. (4) Name of Business: U.S. Navy Address: 7272 2nd St, Columbus, OH, 43217, United States Activity Type: Military Position/Title: Investment Related: No Start Date: 05/15/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-13 |
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