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1200 17Th Street Suite 2000, Denver, CO 80202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-25 |
| MI | RA | APPROVED | 2022-06-17 |
Branch Locations
590 W Centre Ave, Portage, MI 49024 • United States
1200 17Th Street Suite 2000, Denver, CO 80202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Kalamazoo | MI | 02/1989 | 10/2020 |
| Sanford Advisory Services | Portage | MI | 09/2009 | 04/2022 |
| Sanford Financial Services | Portage | MI | 09/2009 | 10/2020 |
| Raymond James Financial Services Advisors Inc. | Portage | MI | 07/2013 | 10/2020 |
| Otsego Township | Otsego | MI | 05/2013 | Present |
| Mercer Global Advisors Inc | Portage | MI | 04/2022 | 10/2023 |
| Mercer Global Advisors, Inc. | Portage | MI | 10/2023 | Present |
Otsego Township. Address: Otsego, MI Nature of the Business: Political Office Position/Title: Trustee Investment Related:No Start Date: 05/13/2013 Hours per month devoted to this business: 4 Hours per month devoted to this business during trading hours: 0 Description of duties: I will vote in legislative and administrative decisions within the jurisdiction of the township board. My roles is to help manage the day-to-day affairs of the township in the best interest of the public; and serve as oversight to the other officers.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-24 |
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