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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| MI | RA | APPROVED | 2019-09-27 |
Branch Locations
5940 Tahoe Drive Se Suite 101, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehmann Financial | Grand Rapids | MI | 09/2010 | 09/2019 |
| Raymond James Financial Services, Inc | Grand Rapids | MI | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc | Grand Rapids | MI | 09/2019 | Present |
(1) Name of Business: JRB1, LLC Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: The purpose of this is to have an LLC established to run business expenses through for my work with Raymond James. (2) Name of Business: Northwest Young Life Address: 12055 Campobonito Dr, Sparta, MI, 49345, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/29/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: -Work with area director in reviewing the funds involved in committee projects.-Review income and expenditures for the area (accountability)-Communicate financial information to the committee as needed-Work with area director on budget for next year (3) Name of Business: River Valley Wealth Management Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/14/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (4) Name of Business: Sparta Education Foundation Address: 465 S State Street, Sparta, MI, 49345, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/06/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend board meeetings monthly as well as finance committee meetings quarterly. Assist treasurer in preparing and presenting budget to board members annually and meet with Financial advisor of the foundation. I make no investment recommendations.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-21 |
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