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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-16 |
Branch Locations
2299 Miamisburg Centerville Road, Dayton, OH 45459 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Authentic Counsel, Llc Dba Wealth Builders Investments | Colorado Springs | CO | 02/2024 | 08/2025 |
| Knights Of Columbus | New Haven | CT | 11/2022 | 01/2024 |
| Sovereign's Capital | Atlanta | GA | 05/2021 | 08/2021 |
| Mccormick Equipment Company | Cincinnati | OH | 05/2019 | 08/2019 |
| Indian Hill School District | Cincinnati | OH | 08/2017 | 06/2018 |
| Indian Hill Shooting Club | Cincinnati | OH | 08/2017 | 07/2018 |
| Indian Hill School District | Cincinnati | OH | 02/2014 | 06/2018 |
| University Of Cincinnati | Cincinnati | OH | 09/2018 | 05/2022 |
| Unemployed | Cincinnati | OH | 06/2022 | 10/2022 |
| Raymond James Financial Services, Inc. | Dayton | OH | 03/2026 | Present |
| Unemployed | Denver | CO | 09/2025 | 03/2026 |
| Mcgillivary & Ippisch Wealth Advisors | Dayton | OH | 03/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Dayton | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-03-22 |
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