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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-26 |
| MI | RA | APPROVED | 2021-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James | Wyandotte | MI | 07/2012 | Present |
(1)Name of Business: First Step Address: 41911 HANFORD RD, Canton, MI, 48187, United States Activity Type: Non profit Position/Title: Board Member, Committee Member Investment Related: Yes Start Date: 03/09/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assist in planning and helping with organization events and fundraising for their annual Gala. As of 9/18/2025 Voted on as a member of the board. They would also like me to join the finance committee. The finance committee is responsible for reviewing the budget prior to the board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-19 |
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