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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-10
MI RA APPROVED 2015-03-02
  • TX RA
    APPROVED_RES
    Since 2025-09-10
  • MI RA
    APPROVED
    Since 2015-03-02

Branch Locations

1090 North Monroe Street, Monroe, MI 48162 • 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. Monroe MI 11/2011 Present
Walker Financial Services Monroe MI 02/2012 Present
Raymond James Financial Services Advisors Inc. Monroe MI 03/2015 Present
Other Businesses

(1)Name of Business: Address: 3611 Kelly Rd , LaSalle, MI, 48145, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 04/01/1994 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (2)Name of Business: 15 East Kirby 510,LLC Address: 3623 Kelly Rd, LaSalle, MI, 48145, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2021 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 have a property unit in Detroit that has become a rental under a LLC. I collect rent. (3)Name of Business: Walker Financial Services Address: 1090 N Monroe St, Monroe, MI, 4862, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/01/2012 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (4)Name of Business: YMCA Address: 1111 East Elm St, Monroe, MI, 48162, United States Activity Type: Non profit Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 07/31/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: On a board that discusses the use of an endowment at the YMCA

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-26
S63 Uniform Securities Agent State Law Examination 2012-01-12
  • S65 Uniform Investment Adviser Law Examination
    2015-02-26
  • S63 Uniform Securities Agent State Law Examination
    2012-01-12

View on SEC IAPD

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