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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-26 |
| TX | RA | APPROVED | 2019-04-22 |
| MI | RA | APPROVED | 2019-04-12 |
Branch Locations
27 S Squirrel, Ste. 200, Auburn Hills, MI 48326 • United States
Port Sanilac, MI • United States
Bonita Springs, FL • United States
Rochester Hills, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith | Auburn Hills | MI | 06/2007 | Present |
| Bank Ofamerica, N.A. | Auburn Hills | MI | 05/2011 | 04/2019 |
| Raymond James & Associates | Auburn Hills | MI | 04/2019 | Present |
I*66001 For profit or not for profit: For-Profit Organization Name of outside business organization: SRGP Holdings, LLC Investment related: Y Address of business: Bonita Springs, Florida 34135 Nature of business: LLC, Position, title, association: General Partner, Start date of relationship: 8/1/2013 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: I created an LLC with a business partner for the purpose of buying and selling real estate in Florida.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-28 |
| S65 | Uniform Investment Adviser Law Examination | 2001-01-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-02 |
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