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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2022-02-02
  • MI RA
    APPROVED
    Since 2022-02-02

Branch Locations

139 E Broadway St, Mount Pleasant, MI 48858 • 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
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
  • 08/2016 → 02/2017
    Unemployed
    Mt Pleasant, MI
  • 02/2017 → Present
    Isabella Bank
    Mt Pleasant, MI
  • 01/2020 → Present
    Raymond James Financial Services Inc
    Mt Pleasant, MI
  • 02/2022 → Present
    Raymond James Financial Services Advisors
    Mt. Pleasant, MI
Other Businesses

(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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-01-07

View on SEC IAPD

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