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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| MI | RA | APPROVED | 2026-04-30 |
Branch Locations
3025 W. Dickman Rd, Springfield, MI 49037 • United States
241 S Cochran Ave, Charlotte, MI 48813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Charlotte | MI | 05/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Charlotte | MI | 11/2016 | 04/2026 |
| Raymond James & Associates, Inc. | Springfield | MI | 04/2026 | Present |
(1) Name of Business: ASWM LLC Address: 3025 W Dickman Rd, Springfield, MI, 49037-7964, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2) Name of Business: MBT Enterprises LLC Address: 239 Minges Hills Dr, Battle Creek , MI, 49015, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: MBT Enterprises LLC owns the real estate at 3025 W Dickman Rd, Battle Creek MI 49037 and is the landlord for the RJAS office under Seasons Wealth Management of Raymond James.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-04-21 |
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