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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-02 |
| MI | RA | APPROVED | 2010-10-12 |
Branch Locations
422 East Mitchell Street 2Nd Floor - Unit 3, Petoskey, MI 49770 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roney & Co. | Petoskey | MI | 02/1993 | Present |
| Raymond James & Associates, Inc. | Petoskey | MI | 09/1999 | Present |
| Public Schools Of Petoskey | Petoskey | MI | 06/2017 | 07/2024 |
(1)Name of Business: Downtown Economic Enhancement Committee Address: 100 Lake Street, Petoskey, IA, 49770, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 02/03/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Attend board meetings and provide oversight to professional staff that works to get grants and funding for development of downtown Petoskey streetscapes, buidlings and facades.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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