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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-03-20 |
| MI | RA | APPROVED | 2018-05-10 |
Branch Locations
122 Uptown Drive Suite 401, Bay City, MI 48708 • United States
Roscommon, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Bay City | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Bay City | MI | 11/2016 | 05/2018 |
| Raymond James & Associates | Bay City | MI | 05/2018 | Present |
(1)Name of Business: Cooley Address: 146 Flag Point Dr, Roscommon, MI, 48653, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/01/2007 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. Co-Trustee with spouse on her trust
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-27 |
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