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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-13 |
| OH | RA | APPROVED | 2022-04-04 |
Branch Locations
204 Front Street, Marietta, OH 45750 • United States
17 N 4Th Street Floor 2, Zanesville, OH 43701 • United States
1016 N St Rt #2, New Martinsville, WV 26155 • United States
Thornville, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Zanesville | OH | 07/1987 | 04/2022 |
| Bank Of America, N.A. | Zanesville | OH | 10/2011 | 04/2022 |
| Raymond James & Associates | Zanesville | OH | 04/2022 | Present |
1)PARTNER-PUTNAM LAUNDROMAT, ZANESVILLE, OHIO 2)PARTNER - MCINTIRE REALTY, ZANESVILLE, OHIO I*134385 For profit or not for profit: Non-Profit Organization Name of outside business organization: Friends of Secrest Investment related: N Address of business: Zanesville, Ohio 43701 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 10/29/2020 Number of hours devoted: 3 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: New organization formed to improve and enhance a 90 year old asset in the community - the Secrest Auditorium. Goal is to expand theatre programs to regional schools, increase awareness of the auditorium, improvements to facility, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-28 |
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