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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-02-23
  • MI RA
    APPROVED
    Since 2011-02-23

Branch Locations

2526 S Rochester Road, Rochester Hills, MI 48307 • 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 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
  • 02/2011 → Present
    Raymond James Financial Services, Inc
    Rochester Hills, MI
  • 02/2011 → Present
    Rochester Hills, MI
  • 02/2011 → 09/2020
    Christopher Patrick And Associates
    Rochester Hills, MI
Previous Registrations
Other Businesses

(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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-07-12
  • S63 Uniform Securities Agent State Law Examination
    2000-07-12
Designations
Other Names
  • Robert M Tomaszewski

View on SEC IAPD

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