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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-16
  • OH RA
    APPROVED
    Since 2026-03-16

Branch Locations

2299 Miamisburg Centerville Road, Dayton, OH 45459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2024 → 08/2025
    Authentic Counsel, Llc Dba Wealth Builders Investments
    Colorado Springs, CO
  • 11/2022 → 01/2024
    Knights Of Columbus
    New Haven, CT
  • 05/2021 → 08/2021
    Sovereign's Capital
    Atlanta, GA
  • 05/2019 → 08/2019
    Mccormick Equipment Company
    Cincinnati, OH
  • 08/2017 → 06/2018
    Indian Hill School District
    Cincinnati, OH
  • 08/2017 → 07/2018
    Indian Hill Shooting Club
    Cincinnati, OH
  • 02/2014 → 06/2018
    Indian Hill School District
    Cincinnati, OH
  • 09/2018 → 05/2022
    University Of Cincinnati
    Cincinnati, OH
  • 06/2022 → 10/2022
    Unemployed
    Cincinnati, OH
  • 03/2026 → Present
    Raymond James Financial Services, Inc.
    Dayton, OH
  • 09/2025 → 03/2026
    Unemployed
    Denver, CO
  • 03/2026 → Present
    Mcgillivary & Ippisch Wealth Advisors
    Dayton, OH
  • 03/2026 → Present
    Dayton, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-07
S65 Uniform Investment Adviser Law Examination 2024-03-22
  • S63 Uniform Securities Agent State Law Examination
    2026-08-07
  • S65 Uniform Investment Adviser Law Examination
    2024-03-22

View on SEC IAPD

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