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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 | 2008-01-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Kalamazoo | MI | 12/2005 | 10/2016 |
| Raymond James & Associates, Inc. | Portage | MI | 10/2016 | Present |
(1)Name of Business: AirZoo Legacy Foundation Board Address: 6151 Portage Road, Portage, MI, 49024, United States Activity Type: Non profit Position/Title: Chair of the Board Investment Related: Yes Start Date: 08/23/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board provides oversight to the AirZoo Legacy Foundation. I am the volunteer Chairperson of the board. It is a supporting organization to the full AirZoo - Kalamazoo Aviation and History Museum. We oversee an endowment of $80,000,000. We meet semi annually to receive a report from the outside fund manager. I do not manage these assets myself and do not have any responsibility for the assets. We simply provide advisory input to the full AirZoo Board (2)Name of Business: Buyandhold, LLC Address: 7995 Moorsbridge Road, Kalamazoo, MI, 49024, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/02/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Co-manager of LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-01 |
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