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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-08-08 |
Branch Locations
880 Carillon Parkway, St. Petersburg, FL 33716 • UNITED STATES
Fife Lake, MI • United States
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-02-05 |
Branch Locations
Fife Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Traverse City | MI | 12/2018 | 02/2020 |
| Ferris State University | Big Rapids | MI | 05/2018 | 12/2018 |
| Ferris State University | Big Rapids | MI | 10/2016 | 12/2018 |
| Chippewa Landing | Manton | MI | 06/2014 | 09/2017 |
| Bank Of America, N.A. | Traverse City | MI | 01/2019 | 02/2020 |
| State University Michigan Federal Credit Union | Traverse City | MI | 03/2020 | 02/2021 |
| Raymond James Financial Services, Inc | Traverse City | MI | 02/2021 | 06/2022 |
| Craig Wealth Advisors, Llc | Traverse City | MI | 02/2021 | 06/2022 |
| Raymond James Financial Services Advisors, Inc | Traverse City | MI | 02/2021 | 06/2022 |
| Raymond James & Associates, Inc | Fife Lake | MI | 06/2022 | Present |
| Raymond James Financial Services, Inc. | Fife Lake | MI | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Fife Lake | MI | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-24 |
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