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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-01-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carver Financial Services, Llc | Mentor | OH | 05/2024 | Present |
| Carver Financial Services | Mentor | OH | 05/2023 | 08/2023 |
| The Ohio State Universtiy | Columbus | OH | 08/2020 | 05/2024 |
| Westwood Country Club | Rocky River | OH | 04/2017 | 08/2018 |
| Restoration Power Washing | Bay Village | OH | 05/2018 | 05/2020 |
| Auntie Anne's | Westlake | OH | 05/2017 | 12/2019 |
| Auntie Anne's | Westlake | OH | 05/2022 | 08/2022 |
| St Ignatius High School | Bay Village | OH | 08/2014 | 04/2017 |
| Raymond James Financial Services, Inc. | Mentor | OH | 05/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Mentor | OH | 01/2025 | Present |
(1) Name of Business: Carver Financial Services LLC Address: 7473 Center St, Mentor, OH, 44060-5803, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Administrative Paraplanner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-13 |
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