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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-09-07
  • MI RA
    APPROVED
    Since 2022-09-07

Branch Locations

5705 State St, Saginaw, MI 48603 • 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
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
  • 05/2002 → 09/2019
    Valic Financial Advisors
    Grand Rapids, MI
  • 09/2019 → 10/2021
    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
  • 10/2021 → 08/2022
    Columbus, OH
  • 08/2022 → Present
    Isabella Bank
    Saginaw, MI
  • 08/2022 → Present
    Raymond James Financial Services, Inc.
    Hemlock, MI
  • 08/2022 → Present
    Hemlock, MI
Previous Registrations
Other Businesses

(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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-04-16
S63 Uniform Securities Agent State Law Examination 1999-10-22
  • S66 Uniform Combined State Law Examination
    2010-04-16
  • S63 Uniform Securities Agent State Law Examination
    1999-10-22
Other Names
  • Beth Anne Campbell
  • Beth Anne Deleeuw

View on SEC IAPD

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