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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dvh Enterprises, Inc. | Jackson | MI | 05/2008 | 12/2018 |
| Royal Alliance Associates | Jackson | MI | 05/2009 | 09/2016 |
| Raymond James Financial Services, Inc. | Jackson | MI | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Jackson | MI | 09/2016 | Present |
(1)Name of Business: The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/09/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Touching base with clientsHelp prepare plansAssist in client meetingsMonitor client accounts
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-10 |
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