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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-19 |
| OH | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED | 2023-09-29 |
Branch Locations
7261 West Central Ave, Toledo, OH 43617 • United States
980 W. Poe Road Suite 9, Bowling Green, OH 43402 • United States
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Naples, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Toledo | OH | 04/2009 | 09/2023 |
| Raymond James Finacial Services Advisors, Inc. | Toledo | OH | 04/2009 | 09/2023 |
| Garrison Financial Llc | Toledo | OH | 04/2011 | 09/2023 |
| Oneseven | Beachwood | OH | 09/2023 | Present |
1). Name of Business: Garrison Financial, LLC Address: 7261 West Central Ave., Toledo, OH, 43617, United States Activity Type: Support Company - Member Position/Title: Other Investment Related: No Start Date: 04/16/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: vehicle for 401k and payroll.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1987-09-10 |
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