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24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-13 |
Branch Locations
5206 Gateway Centre Suite 00, Flint, MI 48507 • United States
24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Flint | MI | 08/2016 | 10/2021 |
| Raymond James Financial Services Advisors Inc. | Flint | MI | 01/2017 | 10/2021 |
| Stephens Consulting, Llc/Stephens Wealth Management Group | Flint | MI | 11/2015 | 12/2025 |
| Beacon Pointe Advisors, Llc | Flint | MI | 01/2026 | Present |
Jill Carr LLC; not investment-related; 2115 Sherff Pl, Flint, MI 48503; tax preparation; owner; started 01/2018; approximately 5 hours per month, none during securities trading hours; preparation of tax returns.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-02 |
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