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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-03 |
| MI | RA | APPROVED | 2010-09-08 |
Branch Locations
3336 West Twelve Mile Road, Berkley, MI 48072 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-02 |
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