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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
6350 Jupiter Avenue Ne Suite A, Belmont, MI 49306 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 07/2018 | 08/2024 |
| Central Michigan University | Mt. Pleasant | MI | 08/2014 | 05/2018 |
| Tri-Star Trust Bank | Midland | MI | 01/2018 | 04/2018 |
| Tri-Star Trust Bank | Saginaw | MI | 05/2017 | 08/2017 |
| Conzelmann Insurance Agency And Financial Servcies | Frankenmuth | MI | 06/2015 | 05/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2018 | 08/2024 |
| Raymond James Financial Services, Inc. | Adrian | MI | 08/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Adrian | MI | 08/2024 | Present |
(1) Name of Business: Prudential, Symetra, Ash Brokerage, Mutual of Omaha, Mass Mutual Address: 6350 Jupiter Ave NE Ste A, Belmont, MI, 49306-8890, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/19/2024 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 am the existing agent on record for these insurance policies and I am working on switching the broker dealer of record to Raymond James.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-11 |
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