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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-02-16
IN RA APPROVED 2018-09-06
  • TX RA
    APPROVED
    Since 2024-02-16
  • IN RA
    APPROVED
    Since 2018-09-06

Branch Locations

400 S Walnut St Suite 100, Muncie, IN 47302 • United States

750 Veterans Way Ste 120, Carmel, IN 46032 • United States

Carmel, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Muncie IN 07/2018 Present
Deloitte Detroit MI 06/2017 05/2018
Michigan State University East Lansing MI 05/2012 05/2017
  • 07/2018 → Present
    Muncie, IN
  • 06/2017 → 05/2018
    Deloitte
    Detroit, MI
  • 05/2012 → 05/2017
    Michigan State University
    East Lansing, MI
Other Businesses

(1)Name of Business: 1816 Real Estate Address: 400 S Walnut St Ste 100, Muncie, IN, 47305-2482, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/23/2026 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC holds the lease for our wealth management practice 1816 Wealth Management of Raymond James

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-24
  • S66 Uniform Combined State Law Examination
    2018-08-24
Designations

View on SEC IAPD

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