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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-12-23 |
| MI | RA | APPROVED | 2010-09-20 |
Branch Locations
1641 S Milford Rd Ste C103, Highland, MI 48357 • United States
271 Woodland Pass Suite 210, East Lansing, MI 48823 • 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. | East Lansing | MI | 01/1998 | Present |
| Raymond James Financial Services Advisors, Inc | East Lansing | MI | 05/2011 | Present |
(1)Name of Business: Ballard Wealth Group Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/01/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We would like to start using Ballard Wealth Group as a marketing name for our branch. All marketing activities that we currently engage in would transition to this DBA. (2)Name of Business: Blue Cross Blue Shield of Michigan Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent (3)Name of Business: Delta Dental Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent sales employer group dental (4)Name of Business: Hartford Life Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Agent group LTD STD (5)Name of Business: Principal Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Group sales Life, LTD, STD (6)Name of Business: Sun Life Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823-2060, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Group Sales
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-01 |
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