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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-04-12 |
| TX | RA | APPROVED | 2021-04-12 |
Branch Locations
307 E Green Street Suite A, Hastings, MI 49058 • United States
220 S. Main St., Plainwell, MI 49080 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Hastings | MI | 10/2012 | 04/2021 |
| Raymond James Financial Services, Inc. | Plainwell | MI | 04/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Plainwell | MI | 04/2021 | Present |
(1)Name of Business: Freshwater Investment Properties LLC Address: 10630 Riverdale Road, Middleville, MI, 49333, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting Responsibilities (2)Name of Business: SBL2 LLC Address: 10630 Riverdale Road, Middleville, MI, 49333, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/12/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Accounting responsbilities (3)Name of Business: BW Majestic Financial LLC Address: 220 South Main Street, Plainwell, MI, 49080, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 04/12/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I am a partner in BW Majestic Financial which is an independent branch of RJFS. (4) Name of Business: SBT Financial LLC Address: 220 S Main St, Plainwell, MI, 49080 Activity Type: Support Company - Owner/Non-Owner Position/Title: Other Investment Related: No Start Date: 01/01/2025 HPM: 2-10 HPM trade hours: 0-1 Duties: This is a LLC that is an addition to BW Majestic V2, which has been previously disclosed. This LLC is strictly an accounting function - employees are paid from this LLC and provided benefits from it. Revenue is not generated from within this LLC, nor is it held out to the public.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-07 |
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