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Rochester Hills, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-08 |
| MI | RA | APPROVED | 2021-12-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial | Bloomfield Hills | MI | 06/2000 | 12/2021 |
| Impact Benefits, Inc | Troy | MI | 07/2005 | 01/2020 |
| Raymond James Financial Services Advisors, Inc | Bloomfield Hills | MI | 01/2009 | 12/2021 |
| Impact Investment Strategies, Inc. | Troy | MI | 12/2021 | Present |
Name of Business : Impact Benefits, Inc. Address: 507 Kirts Blvd Ste 204,Troy, MI Nature of the Business: Non-variable Insurance Position/Title: Proprietor/Owner Investment Related:Yes Start Date: 07/13/2005 Hours per month devoted to this business: 15 Hours per month devoted to this business during trading hours: 8 Description of duties: Sale and service of non-variable insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-16 |
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