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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-12-16
  • MI RA
    APPROVED
    Since 2011-12-16

Branch Locations

1 East Huron Avenue, Bad Axe, MI 48413 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services,Inc Bad Axe MI 08/2011 Present
Raymond James Financial Services Advisors Inc. Bad Axe MI 12/2011 Present
Amway Rep Bad Axe MI 11/2003 Present
Jason Patrick & Associates Llc Bad Axe MI 07/2014 07/2018
Cherry Hill Financial Bad Axe MI 08/2014 07/2018
Fieldstone Wealth Management Bad Axe MI 08/2019 Present
  • 08/2011 → Present
    Raymond James Financial Services,Inc
    Bad Axe, MI
  • 12/2011 → Present
    Bad Axe, MI
  • 11/2003 → Present
    Amway Rep
    Bad Axe, MI
  • 07/2014 → 07/2018
    Jason Patrick & Associates Llc
    Bad Axe, MI
  • 08/2014 → 07/2018
    Cherry Hill Financial
    Bad Axe, MI
  • 08/2019 → Present
    Fieldstone Wealth Management
    Bad Axe, MI
Other Businesses

(1)Name of Business: Fieldstone Wealth Management Address: 1 E Huron Ave, Bad Axe, MI, 48413, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 08/06/2019 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: DBA for Raymond James activity (2)Name of Business: T & K Colling Farms LLC Address: 5113 Green Rd, Cass City, MI, 48726, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 04/01/2023 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 and I are renting the acres surrounding our home from my dad to farm as a part of his overall operation through our own entity T & K Colling Farms LLC. On those acres, we will be cash cropping a rotation of corn, dry beans, wheat and soy beans.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-04
  • S66 Uniform Combined State Law Examination
    2011-11-04

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