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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-04-25 |
| MI | RA | APPROVED | 2010-05-26 |
Branch Locations
St Pete Beach, FL • United States
321 N. Center Street Suite 100, Northville, MI 48167 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scott Lowery, Cpa, Pc | Northville | MI | 11/1978 | Present |
| Raymond James Financial Services, Inc. | Northville | MI | 07/2002 | Present |
| Independent Insurance Sales | Northville | MI | 04/2004 | 10/2016 |
| Raymond James Financial Services Advisors, Inc | Northville | MI | 01/2009 | Present |
(1) Name of Business: Northville Historical Society Address: 215 Griswold St, Northville, MI, 48167, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 08/01/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member/trustee and Treasurer. Financial report reviews and presentations, attendance at monthly board meetings and Financial Committee meetings. (2) Name of Business: Scott Lowery, Cpa, Pc Address: 321 N Center St Ste 100, Northville, MI, 48167, United States Activity Type: Accounting/CPA Position/Title: Owner/Proprietor Investment Related: No Start Date: 06/01/1989 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 11-20 Description of duties: owner operator
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-25 |
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