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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-16 |
| MI | RA | APPROVED | 2021-09-20 |
Branch Locations
27555 Executive Dr Suite 150, Farmington Hills, MI 48331 • United States
Saline, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Southfield | MI | 04/2014 | 09/2021 |
| Tiaa-Cref Individual & Institutional Services, Llc | Southfield | MI | 04/2014 | 09/2021 |
| Raymond James & Associates, Inc | Farmington Hill | MI | 09/2021 | Present |
(1) 0.5% OWNER/SHAREHOLDER OF THE SALINE BREWERY, LLC; 117 S. ANN ARBOR ST, SALINE, MI 48176; THIS IS AN INVESTMENT RELATED ACTIVITY; DEVOTE ZERO HOURS TO THIS ACTIVITY. (2) RENTAL PROPERTIES POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2011 ADDRESS: 8822 Indigo Ln, Ypsilanti MI 48197 DESCRIPTION: My wife and I own two rental properties (3) YORK MEADOWS HOMEOWNER'S ASSOCIATION POSITION: Board Member NATURE: I am a board member of my Homeowner's Association INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/09/2020 ADDRESS: Home Address, Saline MI 48176, United States DESCRIPTION: York Meadows Homeowner's Association (4) Name of Business: Address: 9021 Carter Dr., Saline, MI, 48176, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/17/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the co-owner of two rental properties with my wife. My wife handles the responsibility of managing the properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-06 |
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