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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-11-08 |
| MI | RA | APPROVED | 2014-10-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services,Inc | Maryville | MI | 10/2014 | Present |
| Raymond James Financial Services Advisors Inc. | Marysville | MI | 10/2014 | Present |
| Saint Clair Community College | Port Huron | MI | 08/2013 | 12/2023 |
| N/A | St. Clair | MI | 08/2019 | Present |
| Aj Essian Financial Services | Marysville | MI | 10/2014 | Present |
| Saint Christopher | Marysville | MI | 10/2019 | Present |
(1)Name of Business: Eschels Financial Group Address: 782 Huron Ste 2, Marysville, MI, 48040, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 10/03/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am selling fixed annuities & life insurance through Eschels (2)Name of Business: Saint Christopher Address: 1000 Michigan, Marysville, MI, 48040, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 10/29/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: As Chair of the finance committee I have to monitor church expenses and budgets and sign off on the budget. (3) Name of Business: Beacon Wealth Group Address: 782 Huron Ste 2, Marysville, MI, 48040, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/03/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Beacon Wealth Group is the name of our business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-04 |
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