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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-04 |
| MI | RA | APPROVED | 2010-09-27 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roney & Co. | Kalamazoo | MI | 05/1998 | Present |
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-22 |
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