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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-28 |
| MI | RA | APPROVED | 2025-08-27 |
Branch Locations
2750 Old Centre Road Suite 120, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Perrigo | Allegan | MI | 07/2020 | 04/2025 |
| Trident Laboratories | Holland | MI | 07/2017 | 07/2020 |
| Ferris State University Cctt | Big Rapids | MI | 08/2016 | 07/2017 |
| Ferris State University | Big Rapids | MI | 08/2013 | 08/2017 |
| Loc Financial Planning Group | Portage | MI | 04/2025 | Present |
| Raymond James Financial Services, Inc. | Portage | MI | 04/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Portage | MI | 08/2025 | Present |
Loc Financial Planning Group Not investment-related Portage, MI DBA/Support Company Advisor 04/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-18 |
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