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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-23 |
| MI | RA | APPROVED | 2022-08-12 |
Branch Locations
27333 Meadowbrook Rd. Suite 120, Novi, MI 48377 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grosse Pointe Farms | MI | 07/1996 | 08/2022 |
| Bank Of America, N.A. | Farmington Hills | MI | 04/2011 | 08/2022 |
| Raymond James & Associates, Inc. | Novi | MI | 08/2022 | Present |
| Meadowbrook Holdings Llc | Novi | MI | 02/2023 | Present |
(1)Name of Business: Meadowbrook Holdings LLC Address: 22501 Windermere Court, Novi, MI, 48374, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I purchased a private aircraft (Cessna CitationJet, serial number 525-0217) and I own it in this LLC. That is the only asset owned by the LLC.ommittee
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-06 |
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