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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-04-06 |
Branch Locations
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Traverse City | MI | 08/2018 | 02/2020 |
| Graceland Fruit, Inc. | Frankfort | MI | 05/2016 | 08/2018 |
| Bank Of America, N.A. | Traverse City | MI | 11/2018 | 02/2020 |
| Food For Thought | Traverse City | MI | 02/2020 | 04/2021 |
| Tupperware | Beulah | MI | 05/2020 | 12/2022 |
| Primerica | Duluth | GA | 08/2020 | 10/2020 |
| Raymond James Financial Services, Inc. | Traverse City | MI | 11/2020 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Traverse City | MI | 11/2020 | 03/2023 |
| Craig Wealth Advisors Llc | Traverse City | MI | 11/2020 | 03/2023 |
| Aflac | Traverse City | MI | 04/2020 | 10/2022 |
| Cherry Capital Foods | Traverse City | MI | 11/2020 | 04/2021 |
| Scentsy | Beulah | MI | 02/2021 | 12/2022 |
| Raymond James Financial Services | Beulah | MI | 03/2023 | Present |
| Raymond James Financial Services Advisors | Beulah | MI | 03/2023 | Present |
(1) Name of Business: Address: 14120 Brook St, Beulah, MI, 49617, United States Activity Type: Agriculture/Farming Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/31/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Taking care of chickens
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-21 |
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