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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-06 |
| MI | RA | APPROVED | 2014-04-28 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Kalamazoo | MI | 04/2014 | Present |
| The Courthouse Athletic Center | Portage | MI | 04/2014 | 10/2018 |
| The Fitness Spott Llc | Kalamazoo | MI | 11/2014 | 10/2018 |
(1)Name of Business: Scout and Cellar Address: 4432 Woodhaven Dr., Portage, MI, 49024, United States Activity Type: Part-Time Activity/Employment Position/Title: Independent Contractor Investment Related: No Start Date: 03/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I will team up to market and share clean crafted wine. (2)Name of Business: SpiceKakes LLC Address: 612 Pearl Street, St. Joseph, MI, 49085, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/01/2015 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My Husband and I are partners in Rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-13 |
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