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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-27 |
| TX | RA | APPROVED | 2020-02-27 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Village Park | Royal Oak | MI | 07/2010 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MS | 08/2010 | 02/2020 |
| Bank Of America, N.A. | Auburn Hills | MI | 06/2011 | 02/2020 |
| Raymond James & Associates, Inc | Grand Blanc | MI | 02/2020 | Present |
| Indiana University - Kelly School Of Business | Berkley | MI | 01/2023 | Present |
(1)Name of Business: Indiana University - Kelly School of Business Address: 11578 Haylock , Davisburg, MI, 48350, United States Activity Type: Part-Time Activity/Employment Position/Title: Other Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Adjunct Professor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-07 |
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