Best Investors Account Sign in
Claim This Profile
Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-03-25
MI RA APPROVED 2016-05-19
  • TX RA
    APPROVED_RES
    Since 2022-03-25
  • MI RA
    APPROVED
    Since 2016-05-19

Branch Locations

860 N Center Ave Suite A, Gaylord, MI 49735 • 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& Associate Gaylord MI 01/2016 Present
  • 01/2016 → Present
    Raymond James& Associate
    Gaylord, MI
Other Businesses

(1)Name of Business: Jack Pine Ventures LLC Address: 6019 Northstar Rd, Gaylord, MI, 49735, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/29/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC will be used to lease real estate for our Raymond James Advisor Select office beginning 5/1/2023. LLC will be the lessee. (2)Name of Business: Otsego Community Foundation Address: 316 W Main Street, Gaylord, MI, 49735, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 01/02/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: ?\tTo oversee financial planning\n?\tMonitor that adequate funds are available for financial management tasks\n?\tTo annually review fiscal policies\n?\tTo anticipate financial problems\n?\tTo oversee financial record keeping\n?\tTo help the board understand the organizations financial health\n?\tTo ensure all legal reporting requirements are met\n?\tTo sustain the committee itself\n

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-10
  • S66 Uniform Combined State Law Examination
    2016-05-10

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Gaylord, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor