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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-09-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Grand Rapids | MI | 05/2002 | 09/2019 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2019 | 10/2021 |
| Cetera Investment Advisors Llc | Saginaw | MI | 09/2019 | 10/2021 |
| Tcf National Bank | Saginaw | MI | 09/2019 | 10/2021 |
| The Huntington Investment Company | Columbus | OH | 10/2021 | 08/2022 |
| Isabella Bank | Saginaw | MI | 08/2022 | Present |
| Raymond James Financial Services, Inc. | Hemlock | MI | 08/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Hemlock | MI | 08/2022 | Present |
(1)Name of Business: Isabella Investment Services Address: 5705 State St, Saginaw, MI, 48603, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Offer investments to clients (2)Name of Business: Isabella Wealth Address: 5705 State St, Saginaw, MI, 48603, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/29/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advising clients on investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-22 |
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