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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Legacy | Ottawa Lake | MI | 05/2016 | 05/2020 |
| Siena Heights University | Adrian | MI | 04/2016 | 05/2020 |
| Whiteford Agricultural Schools | Ottawa Lake | MI | 10/2018 | 05/2023 |
| Capital Investment Group, Inc | Raleigh | NC | 09/2020 | 07/2022 |
| Capital Investment Advisory Services, Llc | Raleigh | NC | 07/2021 | 07/2022 |
| Whetro Advisors | Toledo | OH | 10/2020 | 07/2022 |
| Village Wealth Management | Dundee | MI | 07/2022 | 03/2023 |
| Commonwealth Financial Network | Waltham | MA | 07/2022 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Blissfield | MI | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Blissfield | MI | 06/2025 | Present |
(1)Name of Business: Address: 203 S Lane St, Blissfield, MI, 49228-1242, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/20/2023 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I sell annuities with Mass Mutual, Pacific Life, Jackson National, and there will be more I will be appointed to if the company has contracts that fit my clients needs (2)Name of Business: DeVantier Properties LLC Address: 203 S Lane St, Blissfield, MI, 49228-1242, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: Yes Start Date: 10/31/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment related commercial real estate\nI own the building I work in, and I pay myself rent. This is the only building I plan to own. (3)Name of Business: Village Wealth Management Address: 203 S Lane St, Blissfield, MI, 49228-1242, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 03/20/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am a financial advisor with Village Wealth Management and I use Raymond James as my broker dealer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-12 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-03 |
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