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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-12 |
| OH | RA | APPROVED | 2022-04-01 |
Branch Locations
17 N 4Th Street Floor 2, Zanesville, OH 43701 • United States
1016 N St Rt #2, New Martinsville, WV 26155 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 04/2018 | 04/2022 |
| Century National Bank | Zanesville | OH | 04/2012 | 04/2018 |
| Southern New Hampshire University | Nashua | NH | 02/2016 | 10/2017 |
| Bank Of America, N.A. | Zanesville | OH | 05/2018 | 04/2022 |
| Raymond James & Associates | Zanesville | OH | 04/2022 | Present |
I*117616 For profit or not for profit: Non-Profit Organization Name of outside business organization: Genesis Foundation Pro-AM Committee Investment related: N Address of business: Zanesville, Ohio 43701 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/1/2017 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 2 Duties: We raise funds for, organize, and operate a yearly charitable golf tournament. All proceeds go to support a local health initiative for Genesis Healthcare Systems, the local hospital.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-26 |
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