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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-11-08 |
| MI | RA | APPROVED | 2015-05-14 |
Branch Locations
102 W. Silver Lake Road Suite 200, Fenton, MI 48430 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Grand Blanc | MI | 05/2015 | 08/2018 |
| Pioneer State Mutual Insurance Co. | Flint | MI | 05/2015 | 05/2023 |
| Raymond James & Associates, Inc. | Fenton | MI | 08/2018 | Present |
(1)Name of Business: Address: Activity Type: Loans - Personal to and from individuals Position/Title: Lender Investment Related: No Start Date: 07/10/2024 Hours per month devoted to this business: Hours per month devoted to this business during trading hours: Description of duties: Collect principal and interest (2)Name of Business: Horizon Group of Fenton, L.L.C. Address: 102 W. Silver Lake Road, Fenton, MI, 48430, United States Activity Type: Business Owner Position/Title: Other Investment Related: Yes Start Date: 03/27/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manager/owner (1 of 5) (3)Name of Business: St John the Evangelist Church Address: Adelaide Street, Fenton, MI, 48430, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 06/11/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voting member of the committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-14 |
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