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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-02 |
| MI | RA | APPROVED | 2019-09-27 |
Branch Locations
5940 Tahoe Drive Se Suite 101, Grand Rapids, MI 49546 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rehmann Financial | Grand Rapids | MI | 05/2005 | 09/2019 |
| Raymond James Financial Services, Inc | Grand Rapids | MI | 09/2019 | Present |
| Raymond James Financial Services Advisor, Inc | Grand Rapids | MI | 09/2019 | Present |
| Birch Associates, Llc | Grand Rapids | MI | 01/2016 | 12/2019 |
(1)Name of Business: EAA1, LLC Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/09/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Owner Financial Advisor (2)Name of Business: River Valley Wealth Management Address: 5940 Tahoe Dr SE Ste 101, Grand Rapids, MI, 49546, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/14/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-03-13 |
| S65 | Uniform Investment Adviser Law Examination | 2010-03-15 |
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