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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-09-25 |
Branch Locations
1171 S Main Street Suite 6, Chelsea, MI 48118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Chelsea | MI | 07/2025 | Present |
| Culver's Of Ann Arbor | Ann Arbor | MI | 06/2020 | 06/2024 |
| Michigan State University | Ann Arbor | MI | 10/2024 | 05/2025 |
| Michigan State University | East Lansing | MI | 08/2022 | 05/2025 |
| Dexter Community Schools | Dexter | MI | 07/2015 | 05/2022 |
| Bison Wealth Planners | Chelsea | MI | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc | Chelsea | MI | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-22 |
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