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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-21 |
| MI | RA | APPROVED | 2010-07-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Rochester Hills | MI | 01/2008 | Present |
| Christopher Patrick & Assoc., Llc | Rochester Hills | MI | 01/2008 | Present |
| Raymond James Financial Services Advisors, Inc | Rochester | MI | 07/2010 | Present |
(1)Name of Business: Christopher Capital Management Address: 2530 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/04/2008 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is just the name of the S Corp for which I run my Raymond James Practice (2)Name of Business: Christopher Capital Mangagement Address: 2530 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/05/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Place non-variable life insurance business directly with the insurance companies (3)Name of Business: Christopher James Holding Company Address: 1 E. Huron, Bad Axe, MI, 48307, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 10-30-2025 MY RJ PRACTICE IS NOW LOCATED IN THE PROPERTY AT 425 WALNUT. I NO LONGER OWN 2530 SOUTH ROCHESTER RD; 6-28-2024 I CLOSED TODAY ON A NEW PROPERTY AND WILL SELL CURRENT PROPERTY AND MOVE INTO THE NEW PROPERTY IN 6 MONTHS WHEN THE EXISTING LEASES RUN OUT. THERE ARE CURRENTLY5 RENTERS IN THE NEW PROPERTY. I am purchasing the building I lease and my RJ practice will pay rent to the LLC I am establishing that will hold the real estate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-20 |
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