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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-06-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| St Joseph County Isd | Centreville | MI | 04/2016 | 08/2018 |
| Raymond James Financial Services, Inc | Sturgis | MI | 09/2018 | Present |
| Sturgis Bank & Trust Co | Sturgis | MI | 10/2018 | Present |
(1) Name of Business: Oakleaf Financial Services Address: 125 E Chicago Rd, Sturgis, MI, 49091, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/03/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Assisting Marcus Little and Brian Oswald with client services as needed
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-28 |
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