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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-05-23 |
| MI | RA | APPROVED | 2017-02-24 |
Branch Locations
100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • United States
Ada, MI • 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 |
|---|---|---|---|---|
| Oppenheimer & Co | Grand Rapids | MI | 09/2006 | Present |
| Raymond James & Associates | Grand Rapids | MI | 02/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-11 |
| S66 | Uniform Combined State Law Examination | 2001-08-08 |
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