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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dvh Enterprises, Inc | Jackson | MI | 11/2000 | 12/2018 |
| Royal Alliance Associates | New York | NY | 05/2004 | 09/2016 |
| Raymond James Financial Services, Inc. | Jackson | MI | 09/2016 | Present |
| The Wealth Advisors | Jackson | MI | 11/2000 | Present |
| Raymond James Financial Services Advisors Inc. | Jackson | MI | 09/2016 | Present |
| The Wealth Advisors, Ltd. Dba Paramount Wealth Management, Inc | Jackson | MI | 10/1994 | Present |
Name of Business : The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Address: 420 S Brown St,Jackson, MI Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 11/01/2000 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: Assist client meetings, review client plans and monitor client accounts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-10 |
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