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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-03 |
| MI | RA | APPROVED | 2021-02-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 09/2015 | 02/2021 |
| Raymond James Financial Services Advisors, Inc. | Plymouth | MI | 02/2021 | Present |
| Raymond James Financial Services, Inc. | Plymoutyh | MI | 02/2021 | Present |
(1)Name of Business: Family Legact Wealth Partners Address: 843 Penniman Ave, Plymouth, MI, 48170, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 02/11/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Manage client relationships (2)Name of Business: Talbot Real Estate Management Address: 8644 Elmont Cir, Canton , MI, 48187, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Rental properties, property management outsourced. (3)Name of Business: Talbot Wealth Management LLC Address: 843 Penniman Ave, Plymouth, MI, 48170-1757, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/23/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner, Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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