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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-03-18 |
| TX | RA | APPROVED_RES | 2006-09-22 |
Branch Locations
20 West Washington Street Suite 1, Clarkston, MI 48346 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Clarkston | MI | 02/2005 | Present |
(1)Name of Business: East Jordan Whispering Pines LLC Address: 9300 Warwick Mdws, Grand Blanc, MI, 48439, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/01/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Only own property - annual maintenance (2)Name of Business: Funding the Future Address: 1113 Verlan Way, Cheyenne, WY, 82009, United States Activity Type: Non profit Position/Title: Board Member Investment Related: No Start Date: 04/25/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Board member, sponsor for concerts at schools, contributor, fundraiser (3)Name of Business: RARD ENTERPRISES LLC Address: 9300 Warwick Mdws, Grand Blanc, MI, 48439, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 10/23/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: No responsibilities.\nMy husband is the owner of this business and I am named on the business as a partner/owner for estate planning purposes (4)Name of Business: The Alexander Foundation Address: P.O. Box 594, Grand Blanc, MI, 48439, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 01/15/2011 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Treasurer, working with CPA for all business conducted and assist in decisions for outside assistance based on assets in the accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-18 |
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