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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-04 |
Branch Locations
Fort Gratiot Twp., MI • United States
1301 West Long Lake Suite 107, Troy, MI 48098 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southworth & Wilson, Inc | Troy | MI | 06/2024 | Present |
| Mann Financial Group, Llc | Oak Brook | IL | 08/2020 | 06/2024 |
| Secured Retirements | St. Louis Park | MN | 05/2018 | 05/2020 |
| Loyola University Chicago | Chicago | IL | 08/2016 | 12/2019 |
| Hala Greens Executive Golf Course | Chanhassen | MN | 04/2016 | 08/2017 |
| Raymond James Financial Services, Inc. | Troy | MI | 06/2024 | Present |
| Commonwealth Financial Network | Oak Brook | IL | 05/2024 | 06/2024 |
| Grove Point Investments, Llc | Oak Brook | IL | 08/2020 | 05/2024 |
| Raymond James Financial Services Advisors, Inc | Troy | MI | 03/2025 | Present |
(1)Name of Business: Southworth & Wilson, Inc Address: 1301 W Long Lake Rd Ste 107, Troy, MI, 48098-6328, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 06/17/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA/Support Company
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-29 |
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