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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 2020-11-03
MI RA APPROVED 2010-09-08
  • TX RA
    APPROVED_RES
    Since 2020-11-03
  • MI RA
    APPROVED
    Since 2010-09-08

Branch Locations

3336 West Twelve Mile Road, Berkley, MI 48072 • 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
Ameritax Plus Royal Oak MI 09/1984 Present
Raymond James Financial Services Berkley MI 07/2005 Present
Single Member, Llc Berkley MI 08/2008 Present
Eagle Financial Services Berkley MI 01/1989 Present
Raymond James Financial Services Advisors, Inc Berkley MI 09/2010 Present
  • 09/1984 → Present
    Ameritax Plus
    Royal Oak, MI
  • 07/2005 → Present
    Raymond James Financial Services
    Berkley, MI
  • 08/2008 → Present
    Single Member, Llc
    Berkley, MI
  • 01/1989 → Present
    Eagle Financial Services
    Berkley, MI
  • 09/2010 → Present
    Berkley, MI
Other Businesses

(1)Name of Business: Ameritax Plus Address: 3336 W 12 Mile Rd, Berkley, MI, 48072, United States Activity Type: Accounting/CPA Position/Title: Officer - CEO Investment Related: No Start Date: 09/23/2013 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Accounting, Tax Preparation, Tax Consulting (2)Name of Business: Eagle Financial Services Address: 3336 W 12 Mile Rd, Berkley, MI, 48072, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/1989 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 11-20 Description of duties: President (3)Name of Business: Eagle's Landing Properties LLC Address: 3336 West Twelve Mile Road, Berkley, MI, 48072, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/19/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Single Member LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-26
S63 Uniform Securities Agent State Law Examination 2006-01-02
  • S66 Uniform Combined State Law Examination
    2010-07-26
  • S63 Uniform Securities Agent State Law Examination
    2006-01-02

View on SEC IAPD

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