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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-29 |
| MI | RA | APPROVED | 2025-10-20 |
Branch Locations
200 East Big Beaver Road Suite 128, Troy, MI 48083 • United States
28 Washington St St 204, Oxford, MI 48371 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co | Chicago | IL | 08/2015 | 05/2022 |
| Stephens Consulting, Llc | Grosse Pointe Farms | MI | 06/2022 | 09/2023 |
| Lpl Financial Llc | Bloomfield Hills | MI | 09/2023 | 03/2024 |
| Integrated Wealth Concepts Llc | Waltham | MA | 12/2023 | 03/2024 |
| Ameriprise Financial Services, Llc | Troy | MI | 05/2024 | 08/2025 |
| Raymond James Financial Services, Inc. | Oxford | MI | 10/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Oxford | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-15 |
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