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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-02 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc | Kalamazoo | MI | 06/2015 | 12/2021 |
| Raymond James Financial Services | Kalamazoo | MI | 01/2022 | Present |
POA for parent. Manage investments, expenses and taxes for an elderly parent. This takes approx. 15 minutes of trading hours on monthly basis.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-11-18 |
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