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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-09-11 |
| MI | RA | APPROVED | 2019-09-06 |
Branch Locations
27555 Executive Dr Suite 150, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Novi | MI | 06/2009 | 09/2019 |
| Bank Of America, N.A. | Novi | MI | 12/2009 | 09/2019 |
| Raymond James & Associates | Farmington Hills | MI | 09/2019 | Present |
(1)Name of Business: South Lyon Travel Basketball Address: 26601 Daria Circle E, South Lyon, MI, 48178, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: To make non-financial decisions related to the youth basketball program.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-08 |
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