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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-17 |
| MI | RA | APPROVED | 2025-04-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chemical Bank And Trust | Hastings | MI | 05/2012 | 09/2018 |
| Edward Jones | Hastings | MI | 09/2018 | 04/2020 |
| Majestic Financial | Plainwell | MI | 04/2020 | Present |
| Raymond James Financial Services, Inc. | Plainwell | MI | 04/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Plainwell | MI | 04/2025 | Present |
1. Majestic Financial Not investment related 4/2020 Plainwell, MI DBA/Support Company. Registered Associate. Started: 05/2023. 0 hrs per month, 0 during trading hrs. Support Staff. 2)Name of Business: Airbnb Address: 7777 Round Lake Rd, Vermontville , MI, 49096, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/07/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Property owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-01 |
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