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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-05-05 |
Branch Locations
271 Woodland Pass Suite 210, East Lansing, MI 48823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | East Lansing | MI | 09/2021 | 01/2023 |
| Pf Changs | Lansing | MI | 10/2019 | 08/2021 |
| City Of East Lansing | East Lansing | MI | 05/2018 | 03/2019 |
| Michigan State University | East Lansing | MI | 08/2018 | 12/2021 |
| Eagle Eye Golf & Banquet Center | Bath | MI | 04/2019 | 08/2019 |
| Laingsburg Community Schools | Laingsburg | MI | 09/2005 | 05/2018 |
| Raymond James Financial Services Advisors | East Lansing | MI | 06/2022 | 01/2023 |
| Ballard Wealth Group | East Lansing | MI | 09/2021 | 01/2023 |
| Raymond James Financial Services, Inc. | East Lansing | MI | 03/2026 | Present |
| Urban Financial Advisory Corporation | Chicago | IL | 05/2023 | 12/2025 |
| Unemployed | Chicago | IL | 02/2023 | 05/2023 |
| Unemployed | Chicago | IL | 01/2026 | 03/2026 |
| Raymond James Financial Services Advisors, Inc | East Lansing | MI | 05/2026 | Present |
(1)Name of Business: Ballard Wealth Group Address: 271 Woodland Pass Ste 210, East Lansing, MI, 48823, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/01/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be joining the Raymond James branch which operates under a "Doing Business as" Ballard Wealth Group. I will not devote separate /additional hours in this regard. The DBA is referenced on the RJ website.\n
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-01 |
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