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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-23 |
| MI | RA | APPROVED | 2010-09-27 |
Branch Locations
19176 Hall Rd Ste 135, Clinton Township, MI 48038-6914 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | Present |
| Pilot Financial Group, Llc | Clinton Township | MI | 10/2021 | Present |
(1)Name of Business: Pilot Financial Group, LLC Address: 19176 Hall Road, Clinton Township, MI, 48038, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 10/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Shell partnership for Raymond James Advisor Select purposes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-19 |
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