Best Investors Account Sign in
Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2021-06-29
  • MI RA
    APPROVED
    Since 2021-06-29

Branch Locations

1 Towne Square Suite 240, Southfield, MI 48076 • United States

Howell, MI • 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
General Motors Detroit MI 05/2004 07/2019
Affirm San Francisco CA 07/2019 05/2021
Raymond James Financial Services, Inc Southfield MI 04/2021 Present
R2 Financial Planning, Llc Southfield MI 01/2023 Present
Raymond James Financial Services Advisors, Inc. Southfield MI 06/2021 Present
Geisinger Howell MI 07/2021 Present
  • 05/2004 → 07/2019
    General Motors
    Detroit, MI
  • 07/2019 → 05/2021
    Affirm
    San Francisco, CA
  • 04/2021 → Present
    Raymond James Financial Services, Inc
    Southfield, MI
  • 01/2023 → Present
    R2 Financial Planning, Llc
    Southfield, MI
  • 06/2021 → Present
    Southfield, MI
  • 07/2021 → Present
    Geisinger
    Howell, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-15
S63 Uniform Securities Agent State Law Examination 1996-12-30
  • S66 Uniform Combined State Law Examination
    2021-06-15
  • S63 Uniform Securities Agent State Law Examination
    1996-12-30

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Southfield, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor