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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 2019-01-11
KY RA APPROVED 2018-09-14
  • OH RA
    APPROVED
    Since 2019-01-11
  • KY RA
    APPROVED
    Since 2018-09-14

Branch Locations

1139 Fehl Ln, Cincinati, OH 45230 • 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
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
  • 02/2013 → 02/2017
    U.S. Navy
    Tinker Afb, OK
  • 02/2017 → 03/2017
    Unemployed
    Oklahoma City, OK
  • 03/2017 → 05/2017
    Target
    Norman, OK
  • 05/2017 → 04/2018
    Hobby Lobby
    Oklahoma City, OK
  • 04/2018 → 06/2018
    Raymond James Financial Services, Inc
    Maysville, KY
  • 06/2018 → Present
    Raymond James Financial Services, Inc
    Cincinnati, OH
  • 09/2018 → Present
    Cincinnati, OH
  • 05/2019 → Present
    U.S. Navy
    Columbus, OH
Other Businesses

(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:

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-13
  • S66 Uniform Combined State Law Examination
    2018-09-13

View on SEC IAPD

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