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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-14 |
Branch Locations
3810 W. Centre Avenue Suite B, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Kalamazoo | MI | 06/2016 | 02/2022 |
| Raymond James Financial Services, Inc. | Portage | MI | 08/2023 | Present |
| Tiller Investment Management | Portage | MI | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Portage | MI | 01/2025 | Present |
(1) Tiller Investment Management, 3810 W. Centre Avenue, Suite B, Portage, Michigan 49024, Support Company- Non-Owner, Non-Investment Related, DBA/Support Company, start date 08/2023. (2) Name: N/A, Kalamazoo, MI 49009, Business Owner, 06/14/2016, Not Investment Related, Owner/Proprietor, HPM: 0-1 HPM trad hrs: 0-1 DOD; Bake goods/treats to sell as ordered
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-27 |
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