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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-04-28 |
Branch Locations
27555 Executive Dr Suite 150, Farmington Hills, MI 48331 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Michigan | MI | 12/2012 | 02/2023 |
| Morgan Stanley | Rochester | MI | 06/2023 | 04/2025 |
| Unemployed | Michigan | MI | 02/2023 | 06/2023 |
| Raymond James & Associates Inc. | Farmington | MI | 04/2025 | Present |
The Judson Center ; Investment related - No ; Farmington Hills, Michigan, Children/Youth ; Board Member: Finance Committee(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2016 ; During business hours : 0 ; After business hours : 4 ; Governance
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-26 |
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