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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-07 |
| OH | RA | APPROVED | 2025-04-01 |
Branch Locations
9930 Johnnycake Ridge Rd Ste 5D, Mentor, OH 44060 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certinia Aka Financialforce | Austin | TX | 07/2022 | 01/2024 |
| Learn To Win | Pittsburgh | PA | 01/2022 | 07/2022 |
| Penske Truck Rental | Pittsburgh | PA | 07/2021 | 01/2022 |
| Lpl Financial Llc | Austin | TX | 03/2024 | 03/2025 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 01/2014 | 12/2019 |
| Quail Hollow Country Club | Painesville Township | OH | 12/2019 | 07/2021 |
| Raymond James Financial Services, Inc. | Mentor | HI | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Mentor | HI | 04/2025 | Present |
(1) Name of Business: Johnnycake Financial Address: 9930 Johnnycake Ridge Rd Ste 5D, Mentor, OH, 44060-6745, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We are looking to change our branch name from Johnnycake Financial to Fritts Wealth Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-02 |
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