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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| MI | RA | APPROVED | 2021-09-20 |
Branch Locations
27555 Executive Dr Suite 150, Farmington Hills, MI 48331 • United States
Northville, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Southfield | MI | 06/2012 | 09/2021 |
| Tiaa | Southfield | MI | 06/2012 | 09/2021 |
| Raymond James & Associates, Inc. | Farmington Hills | MI | 09/2021 | Present |
(1)Name of Business: Address: 51793 Churchill Ct., Northville, MI, 48167, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 03/15/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife Bridget Merko and I jointly own 1 condo in Bonita Springs, Fl which we rent out for profit as a rental property. We rent the condo unfurnished, 1 year at a time and have very little involvement of our time with it. We hired a local Real Estate agent who acts as property manager for day to day needs of the tenants.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-30 |
| S66 | Uniform Combined State Law Examination | 2007-10-19 |
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