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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| MI | RA | APPROVED | 2018-10-01 |
Branch Locations
51 Ionia Ave. Sw Floor 2, Grand Rapids, MI 49503 • United States
Rockford, MI • United States
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Grand Rapids | MI | 08/2012 | 09/2018 |
| Raymond James & Company, Inc. | Grand Rapids | MI | 09/2018 | Present |
Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-17 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-18 |
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