Michael Scott Schafer

Current Employers

Employment History

• 06/2000 → Present
  Raymond James Financial Services, Inc.
  Westlake, OH
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Westlake, OH
• 06/2000 → Present
  Non-Variable Insurance
  Westlake, OH
• 05/2012 → 06/2022
  M&S Financial Services Dba Great Lakes, Cpa'S
  Westlake, OH

Other Businesses

(1)Name of Business: CMS LLC Address: 27865 Clemens Road, Westlake, OH, 44145, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 05/31/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investor (2)Name of Business: Creative Wealth Associates, Inc Address: 27865 Clemens Rd Suite 1, Westlake, OH, 44145, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 12/01/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Just using our separate name (3)Name of Business: NA Address: 27865 Clemens Rd Ste 1, Westlake, OH, 44145, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 06/01/2000 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (4)Name of Business: Waterfronts 1 Condo Association Address: 520 Walmar Rd, Bay Village, OH, 44140, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Small 9 unit condo Association with 8 owners. We all have to take turns serving on the Board. There are three members on the board. All funds are collected and disbursed through a management company. Boards members vote on issues and have a policy where they can approve maintenance costs up $5,000 without a vote from the membership. Expenses above $5k need approval from the membership. Capital improvements (not maintenance) require a vote from the membership.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-30
• S63 Uniform Securities Agent State Law Examination
  1993-09-29