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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-08 |
| MI | RA | APPROVED | 2019-04-12 |
Branch Locations
19176 Hall Road Suite 100, Clinton Township, MI 48038 • United States
Clinton Township, MI • United States
Port Charlotte, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Auburn Hills | MI | 06/2015 | 04/2019 |
| Bank Of America, N.A. | Auburn Hills | MI | 09/2017 | 04/2019 |
| Raymond James & Associates, Inc | Clinton Township | MI | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-06 |
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