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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-25 |
| MI | RA | APPROVED | 2016-11-02 |
Branch Locations
1641 S Milford Rd Ste C103, Highland, MI 48357 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hartland | MI | 06/2007 | 10/2016 |
| Raymond James Financial Services, Inc. | Highland | MI | 10/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Highland | MI | 11/2016 | Present |
(1)Name of Business: Ballard Wealth Group Address: 1641 S Milford Rd Ste C103, Highland, MI, 48357-4889, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-10 |
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