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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-24
MI RA APPROVED 2010-06-23
  • TX RA
    APPROVED_RES
    Since 2019-01-24
  • MI RA
    APPROVED
    Since 2010-06-23

Branch Locations

4056 56Th Street Sw, Wyoming, MI 49418 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc Grandville MI 08/2008 Present
Raymond James Financial Services Advisors, Inc. Grandville MI 01/2009 Present
Other Businesses

(1)Name of Business: Valentine Financial Svcs LLC Address: 4056 56th St SW, Wyoming, MI, 49418, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/15/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am the owner

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-05-21
S63 Uniform Securities Agent State Law Examination 2002-04-18
  • S65 Uniform Investment Adviser Law Examination
    2010-05-21
  • S63 Uniform Securities Agent State Law Examination
    2002-04-18

View on SEC IAPD

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