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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-12-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-04 |
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