Best Investors
Account
Sign in
Best Investors
Account
Sign in
Raymond James Financial Services Advisors, Inc CRD 149018
$390B regulatory AUM 5,542 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-02-18 |
| TX | RA | APPROVED | 2022-02-18 |
Branch Locations
800 E. Ellis Rd. Suite 269, Norton Shores, MI 49441 • United States
Spring Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Grand Rapids | MI | 05/2009 | 02/2022 |
| Raymond James Financial Services, Inc. | Norton Shores | MI | 02/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Norton Shores | MI | 02/2022 | Present |
(1)Name of Business: Global Trends Wealth Management, LLC Address: 1535 Farr Rd. Ste A, Norton Shores, MI, 49444, United States Activity Type: Owner Position/Title: Associate/Employee, Officer - President Investment Related: No Start Date: 06/01/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: DBA for my advisory practice
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-04-21 |
| S65 | Uniform Investment Adviser Law Examination | 1995-04-21 |
Reach out to this advisor