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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-19 |
| MI | RA | APPROVED | 2020-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avb Inc. | Portage | MI | 09/2016 | 10/2019 |
| Raymond James & Associates, Inc. | Portage | MI | 10/2019 | Present |
(1)Name of Business: Kalamazoo County State Bank Address: 223 N Grand Street, Schoolcraft, MI, 49087, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 05/16/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As a Board of Director, I will be responsible for helping set the strategic direction of the bank, making sure the bank is compliant with all legal laws, overseeing the banks policies, evaluating and reviewing the banks goals, performance, budget, and assisting in providing direction on changes to improve the overall quality of the bank. (2)Name of Business: Pretty Lake Address: 9123 Q Avenue, Mattawan, MI, 49071, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 03/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Review and monitor organizations financials and operating budget. Participate in strategic planning, mission and vision planning, program service and monitoring, and review processes and procedures in place.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-13 |
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