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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-28 |
Branch Locations
120 W. Exchange Street Suite 101, Owosso, MI 48867 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank, N.A. | Fenton | MI | 05/2023 | 01/2026 |
| Assurance Iq | Seattle | WA | 01/2022 | 02/2023 |
| Farm Bureau Insurance | Swartz Creek | MI | 10/2019 | 01/2021 |
| Farm Bureau Insurance | Swartz Creek | MI | 10/2017 | 10/2019 |
| Pure Romance | Holly | MI | 10/2011 | 05/2023 |
| Fifth Third Securities, Inc. | Fenton | MI | 11/2024 | 01/2026 |
| Raymond James & Associates, Inc. | Owosso | MI | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-21 |
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