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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-17 |
| TX | RA | APPROVED_RES | 2025-06-16 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Flint | MI | 12/2008 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Davison | MI | 12/2016 | 06/2025 |
| Raymond James Financial Services, Inc. | Davison | MI | 06/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Davison | MI | 06/2025 | Present |
| Integrity Investment Group, Llc | Davison | MI | 06/2025 | Present |
Integrity Investment Group, LLC Not investment-related Davison, MI DBA/Support Company Advisor 06/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-15 |
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