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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-10 |
| MI | RA | APPROVED | 2015-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-12 |
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