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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2024-12-24 |
| TX | RA | APPROVED_RES | 2021-04-20 |
| MI | RA | APPROVED | 2014-01-27 |
Branch Locations
Bullhead City, AZ • United States
100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • United States
Howard City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Grand Rapids | MI | 12/2000 | Present |
| Tammy's House | Hersey | MI | 11/2015 | 10/2016 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-01-23 |
| S66 | Uniform Combined State Law Examination | 2001-01-24 |
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