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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Mt Pleasant | MI | 08/2016 | 02/2017 |
| Isabella Bank | Mt Pleasant | MI | 02/2017 | Present |
| Raymond James Financial Services Inc | Mt Pleasant | MI | 01/2020 | Present |
| Raymond James Financial Services Advisors | Mt. Pleasant | MI | 02/2022 | Present |
(1)Name of Business: Isabella Investment Services Address: 139 E. Broadway, Mt. Pleasant, MI, 48858, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/23/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Current responsibilities include assisting FA with client forms, scheduling appointments, answering phones, and other clerical work as assigned. Assist clients in their trades when FA is unavailable. Have started taking on my own clients. (2)Name of Business: Scheese Farms LLC Address: 1141 W Edgar Rd, Six Lakes, MI, 48886, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 07/01/2022 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-Owner with my brother. Responsibilities would be running the business at every level including planting crops, maintaining farm animals, and management level responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-07 |
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