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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-09-13 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
Beverly Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Bloomfield Hills | MI | 08/2008 | 01/2017 |
| J.P. Morgan Securities Llc | Birmingham | MI | 10/2012 | 01/2017 |
| Raymond James & Associates, Inc. | Birmingham | MI | 01/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-14 |
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