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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-23 |
| MI | RA | APPROVED | 2019-11-07 |
Branch Locations
4420 Jackson Road Suite 101, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 05/2019 | Present |
| The Alinea Group Llc | Chicago | IL | 04/2014 | 05/2019 |
(1) Name of Business: Legacy Financial Address: 4420 Jackson Rd Ste 101, Ann Arbor, MI, 48103-1834, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Partner (2) Name of Business: Owl HR Consultants, LLC Address: 807 3rd St., Ann Arbor, MI, 48103, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 03/16/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Helping small businesses or individuals as a occasional consultant of Human Resource related topics including best practices for recruiting/hiring, performance tracking, and the employment life cycle.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-31 |
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