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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-09-21 |
Branch Locations
One Towne Square Suite 240, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R2 Financial Planning,L.L.C. | Southfield | MI | 12/1996 | Present |
| Raymond James Financial Services, Inc. | Southfield | MI | 06/1997 | Present |
| Rumschlag Realty Llc | Howell | MI | 02/2011 | Present |
| Raymond James Financial Services Advisors Inc. | Southfield | MI | 09/2011 | Present |
(1)Name of Business: R2 Financial Planning, LLC Address: One Towne Square, Suite 240, Southfield, MI, 48076, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/10/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Administrative Company Activity (2)Name of Business: Rumschlag Realty, Llc Address: 4610 Treasure Lake Drive, Howell, MI, 48843, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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