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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2015-02-23 |
| TX | RA | APPROVED | 2015-02-13 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
9 Heritage Oak Lane, Battle Creek, MI 49015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Battle Creek | MI | 02/2015 | Present |
| Wealth Partners Alliance | Dallas | TX | 04/2021 | 03/2023 |
(1)Name of Business: Doug and Lori Bagwell Address: 11514 2 Mile Road, Climax, MI, 49034, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/02/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee/Successor Trustee. I am the trustee. (2)Name of Business: Leroy Township Address: 8156 4 Mile Rd, East Leroy, MI, 49051, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/10/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am on the five year planning committee for the township I live in. We discuss zoning, variance requests, road repairs and the general goals for our township.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-16 |
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