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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-15 |
Branch Locations
630 E 4Th Street, Royal Oak, MI 48067 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Royal Oak | MI | 01/2015 | 09/2025 |
| Raymond James Financial Services Advisors Inc. | Royal Oak | MI | 01/2015 | 09/2025 |
| Bullis Wealth Strategies, Inc. | Royal Oak | MI | 02/2019 | 09/2025 |
| Steward Partners Global Advisory, Llc | Royal Oak | MI | 09/2025 | Present |
| Steward Partners Investment Advisory, Llc | Royal Oak | MI | 09/2025 | Present |
| Steward Partners Investment Solutions, Llc | Royal Oak | MI | 09/2025 | Present |
(1)Name of Business: Short-Term Rental Property; City/State: Grand Marais, MI; Activity Type: Rental Real Estate; Position/Title: Owner; Investment Related: No; Start Date: 09/30/2024 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 4; Description of duties: My wife and I purchased a cabin in Northern Michigan that we rent out when we are not using it. (2)Name of Business: Bullis Wealth Strategies, Inc. Address: 630 E 4th St, Royal Oak, MI, 48067, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/27/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is my company name and the name of my checking account which all my overhead bills are paid. (3)Name of Business: Skye Holdings LLC; City/State: Royal Oak; Activity Type: Business Ownership; Position/Title: Sole Proprietor Investment Related: No; Start Date: 12/07/2016; Hours per month devoted to this business: 1; Hours per month devoted to this business during trading hours: 4; Description of duties: Pay bills including city taxes and utilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-25 |
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