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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-17 |
Branch Locations
6745 Longshore St Suite 220, Dublin, OH 43017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Cincinnati | OH | 05/2025 | 08/2026 |
| The Ohio State University | Columbus | OH | 08/2022 | 05/2025 |
| Heartland Bank | Grove City | OH | 09/2024 | 03/2025 |
| Ubs Financial Services | Columbus | OH | 05/2024 | 08/2024 |
| Urban Meyer's Pint House | Dublin | OH | 09/2020 | 08/2024 |
| Ubs Financial Services | Columbus | OH | 06/2023 | 08/2023 |
| Columbus State Community College | Columbus | OH | 08/2020 | 07/2022 |
| Howland High School | Warren | OH | 08/2016 | 06/2020 |
| Leo's Ristorante | Warren | OH | 04/2018 | 07/2021 |
| Unemployed | Warren | OH | 01/2015 | 03/2018 |
| Raymond James & Associates, Inc. | Dublin | OH | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-06 |
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