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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-05-04 |
| OH | RA | APPROVED | 2025-03-03 |
Branch Locations
5659 Rapid Run Road Unit 3, Cincinnati, OH 45238 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Llc | Cincinnati | OH | 10/2023 | 04/2024 |
| Massmutual Life Insurance Co | Cincinnati | OH | 09/2023 | 04/2024 |
| Mio's Pizzeria Pub | Cincinnati | OH | 05/2019 | 12/2024 |
| Reliable Transportation Solutions | Cincinnati | OH | 05/2022 | 12/2022 |
| The Pitch Cincy | Cincinnati | OH | 10/2021 | 10/2022 |
| Buffalo Wings And Rings | Lawrenceburg | OH | 06/2015 | 06/2018 |
| Liberty Tax | Harrison | OH | 06/2015 | 09/2016 |
| Perfect North Slopes | Lawrenceburg | IN | 10/2015 | 03/2021 |
| St. Henry District High School | Erlanger | KY | 08/2013 | 05/2019 |
| University Of Cincinnati | Cincinnati | OH | 08/2019 | 05/2023 |
| Raymond James Financial Services, Inc. | Cincinnati | OH | 11/2024 | Present |
| Curdco Wealth Management | Cincinnati | OH | 09/2024 | Present |
| Curdco Wealth Managment | Cincinnati | OH | 01/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Cincinnati | OH | 02/2025 | Present |
(1)Name of Business: CurdCo Wealth Managment Address: 5659 Rapid Run Rd Unit 3, Cincinnati, OH, 45238-4124, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am working as a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-05 |
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