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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-11-13 |
| TX | RA | APPROVED | 2025-11-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leo's Coney Island | Livonia | MI | 10/2016 | 02/2017 |
| Sparty's Market | East Lansing | MI | 09/2017 | 02/2018 |
| Canton High School | Canton | MI | 09/2013 | 06/2017 |
| Comparis | Plymouth | MI | 05/2018 | 08/2018 |
| Advanced Wealth Strategies | Ann Arbor | MI | 11/2020 | 07/2023 |
| Ubs Financial Services | Plymouth | MI | 09/2023 | 11/2025 |
| Michigan State University | East Lansing | MI | 08/2017 | 05/2021 |
| Raymond James & Associates, Inc | Plymouth | MI | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-14 |
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