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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-20 |
Branch Locations
The Financial Centre 1139 Fehl Lane, Cincinnati, OH 45230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Cincinnati | OH | 05/2023 | Present |
| Student | New Albany | OH | 09/2013 | 06/2020 |
| Ohio University | Athens | OH | 08/2020 | Present |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 06/2024 | Present |
(1)Name of Business: Cornerstone Retirement Advisors Address: 1139 fehl lane, cincinnati, OH, 45230, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth advisor and investment manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-01 |
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