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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-08-31 |
Branch Locations
15 And 21 Kercheval Avenue 2 Suites, Same Building, Grosse Pointe Farms, MI 48236 • United States
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 |
|---|---|---|---|---|
| Hantz Financial Services, Inc. | Southfield | MI | 05/2001 | 08/2023 |
| Raymond James & Associates, Inc. | Grosse Pointe | MI | 08/2023 | Present |
Grosse Point Academy No 171 Lake Shore Rd, Grosse Pointe Farms, MI 48236 board member / trustee Secretary Trustee 2015 2 hours 0 Take Notes/ Driving board meetings. Private school
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-11 |
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