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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-02-23 |
Branch Locations
2526 S Rochester Road, Rochester Hills, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc | Rochester Hills | MI | 02/2011 | Present |
| Raymond James Financial Services Advisors, Inc | Rochester Hills | MI | 02/2011 | Present |
| Christopher Patrick And Associates | Rochester Hills | MI | 02/2011 | 09/2020 |
(1) Name of Business: Axiom Wealth Management Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/14/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Starting with the 2018 Calendar year, I will be working as a 1099 Independent Contractor and not as a W2 employee of the support group. For personal payroll purposes, I do have a DBA under the name Axiom Wealth Management. (2) Name of Business: B&T Wealth Managment, LLC Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC will be used to support our Raymond James business. We will pay related expenses from this LLC such as: administrative salaries, building lease, utilities, taxes, HOA fees, office supplies, etc. 50/50 co-owner with another RJ FA. (3) Name of Business: Belavo Holdings, LLC Address: 130 Kirkwood St., Marco Island, FL, 34145, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 06/01/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Short Term Rental vacation rental (4) Name of Business: Eschels Financial Address: 2526 S. Rochester Road, Rochester Hills, MI, 48307, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 01/02/2012 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Place non-variable business directly with the insurance companies (5) Name of Business: R&R Investment Holdings, LLC Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC established to purchase and own the building from which I operate my Raymond James practice. I am one of two partners in the LLC and have 50 percent ownership interest.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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