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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-19 |
| MI | RA | APPROVED | 2019-10-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors | Auburn Hills | MI | 09/2013 | 10/2019 |
| Raymond James Financial Services, Inc. | Mt. Pleasant | MI | 10/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Mt. Pleasant | MI | 10/2019 | Present |
| Isabella Bank | Mount Pleasant | MI | 10/2019 | Present |
(1)Name of Business: Isabella Investment Services Address: 139 E Broadway St, Mount Pleasant, MI, 48858, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Isabella Wealth Address: 139 E. Broadway, Mt. Pleasant, MI, 48858, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/15/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: Skeeter's Comet LLC Address: 991 Duquesa Drive, Lake Isabella, MI, 48893, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/30/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am an investor in the company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-26 |
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