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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-08-05 |
| MI | RA | APPROVED | 2010-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Adrian | MI | 06/1999 | Present |
| Gleaner Life Insurance Society | Adrian | MI | 06/1999 | Present |
| Hb Steele Inc | Adrian | MI | 04/2008 | 10/2017 |
| Raymond James Financial Services Advisors, Inc | Adrian | MI | 09/2010 | Present |
| Hbs Properties, Llc | Adrian | ME | 03/2015 | Present |
| Hb Steele, Incorporated | Adrian | MI | 03/2014 | Present |
(1) Name of Business: Gleaner Life Insurance Society Address: 121 E Maumee St, Adrian, MI, 49221, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/31/1999 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Fixed Annuity and Life Insurance Sales (2) Name of Business: HB Steele, Incorporated Address: 121 E Maumee St, Adrian, MI, 49221, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 03/13/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: President and Owner (3) Name of Business: HBS Properties, LLC Address: 121 E Maumee St, Adrian, MI, 49221, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 02/28/2015 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: HBS Properties, LLC is my entity. It is the owner of my building 121 E Maumee Street, which I purchased on May 31st, 2017. My building has an apartment on the second floor. All rent and expenses flow through HBS Properties, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-01 |
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