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182 E Main Street, Northville, MI 48167 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-13 |
| FL | RA | APPROVED | 2023-06-30 |
| MI | RA | APPROVED | 2023-06-28 |
Branch Locations
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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Northville | MI | 08/2005 | 06/2023 |
| Stonebrook Private Llc | Northville | MI | 06/2023 | Present |
1) LAKEHOUSE VENTURES PARTNERS; INVESTMENT-RELATED; 24001 VIA CASTELLA, UNIT 3201, BONITA SPRINGS, FL 34134; PRIVATE EQUITY; INVESTOR; 1/1/2021; 1 HOUR PER MONTH; LIMITED PARTNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-13 |
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