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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-04-12 |
| MI | RA | APPROVED | 2011-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orlando Enterprises, Llc | Northville | MI | 01/2010 | Present |
| Raymond James Financial Services, Inc | Northville | MI | 10/2010 | Present |
| Raymond James Financial Services Advisors, Inc | Northville | MI | 01/2011 | Present |
(1)Name of Business: CSWS Realty LLC Address: 21500 Haggerty Road, Suite 160, Northville, MI, 48167, United States Activity Type: Business Owner Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 05/04/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Passive investor. (2)Name of Business: Orlando Wealth management Address: 21500 Haggerty Road Suite 160, Northville, MI, 48167, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/15/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Owner (3)Name of Business: Center Street Wealth Strategies Address: 224 South Main Street, Northville, MI, 48167, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/13/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Employee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-31 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-11 |
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