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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-29 |
| TX | RA | APPROVED_RES | 2025-05-28 |
Branch Locations
5145 Flushing Road Suite B, Flushing, MI 48433 • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Flint | MI | 12/2009 | 12/2017 |
| Stifel, Nicolaus & Company, Inc. | Flint | MI | 12/2017 | 05/2025 |
| Raymond James Financial Services, Inc. | Flushing | MI | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Flushing | MI | 05/2025 | Present |
| Weshalsey Investment Services | Flushing | MI | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-20 |
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