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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-12 |
Branch Locations
880 Carillon Pkwy, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 03/2009 | 12/2016 |
| Cambridge Investment Research Advisors, Inc | Fairfield | IA | 03/2009 | 12/2016 |
| Regulus Advisors, Llc | Kentwood | MI | 12/2016 | 03/2017 |
| Regal Investment Advisors, Llc | Kentwood | MI | 12/2016 | 03/2017 |
| Cuna Brokerage Services | Waverly | IA | 06/2018 | 08/2021 |
| Cuna Mutual Group | Waverly | IA | 06/2018 | 08/2021 |
| Temporarily Disabled | Portage | MI | 03/2017 | 06/2018 |
| Raymond James & Associates, Inc. | Kalamazoo | MI | 08/2021 | 06/2025 |
| Finra | Newyork | NY | 05/2015 | Present |
| Raymond James Financial Services | Portage | MI | 01/2024 | Present |
| Raymond James Financial Services Advisors, Inc | Portage | MI | 06/2025 | Present |
((1)Name of Business: Address: Rua Nueva de arriba 54, Beluso, Bueu, Pontevedra, 36937, Spain Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We inherited/own a home in Spain which we plan to rent out on booking.com. (2)Name of Business: Kalamazoo Board of Public Works Address: 5124 Midfield Dr, Portage, MI, 49002, United States Activity Type: Political Office/Activity Position/Title: Investment Related: No Start Date: 02/13/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-12 |
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