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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-04 |
| MI | RA | APPROVED | 2021-07-19 |
Branch Locations
315 E Eisenhower Pkwy Suite 301, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dba Mclaren Wealth Strategies Llc | Ann Arbor | MI | 07/2021 | Present |
| University Of Michigan | Ann Arbor | MI | 09/2017 | 04/2021 |
| University Of Notre Dame | Notre Dame | IN | 05/2015 | 09/2017 |
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 04/2021 | 07/2021 |
| Raymond James Financial Services Advisors, Inc. | Ann Arbor | MI | 07/2021 | Present |
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 07/2021 | Present |
(1)Name of Business: DBA McLaren Wealth Strategies LLC Address: 315 E. Eisenhower Parkway, Ann Arbor, MI, 48108, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Manage client portfolios, trading, and operational systems.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-17 |
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