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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-12-16
  • MI RA
    APPROVED
    Since 2025-12-16

Branch Locations

7995 Moorsbridge Rd, Portage, MI 49024 • United States

Kalamazoo, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James & Associates, Inc. Portage MI 06/2022 06/2025
Raymond James & Associate, Inc. Portage MI 06/2025 Present
Pnc Bank, N.A. Kalamazoo MI 08/2016 08/2017
Pnc Bank, N.A. Kalamazoo MI 08/2017 03/2018
Pnc Bank, N.A. Kalamazoo MI 03/2018 06/2019
Pnc Bank, N.A. Kalamazoo MI 06/2019 05/2021
Pnc Bank, N.A. Kalamazoo MI 05/2021 05/2022
  • 06/2022 → 06/2025
    Portage, MI
  • 06/2025 → Present
    Raymond James & Associate, Inc.
    Portage, MI
  • 08/2016 → 08/2017
    Pnc Bank, N.A.
    Kalamazoo, MI
  • 08/2017 → 03/2018
    Pnc Bank, N.A.
    Kalamazoo, MI
  • 03/2018 → 06/2019
    Pnc Bank, N.A.
    Kalamazoo, MI
  • 06/2019 → 05/2021
    Pnc Bank, N.A.
    Kalamazoo, MI
  • 05/2021 → 05/2022
    Pnc Bank, N.A.
    Kalamazoo, MI
Other Businesses

Business Name: YWCA of Kalamazoo Non-investment related Business Address: 353 E. Michigan Ave, Kalamazoo MI 49007 Nature of the Business: Non-profit organization caring for victims of abuse including emergency shelter and housing facilities, promoting maternal and child health, advocacy and systems change and improving the lives of children through education and high quality childcare. (website: https://www.ywcakalamazoo.org/) My Position: I serve on a volunteer, non-paid basis member of the Board of Directors Title: Board Member Start Date: 07/29/2020 Number of Hours/Monthly Devotion-1-5 hours per month; 0 Hours per month devoted; 0 Hours devoted during trading Duties of Board Members: Hiring & evaluating the performance of the CEO; Determining and approving the Association's overall direction, key aims, and policies that ensure alignment with and the ability to forward the YWCA mission; Monitoring the organization's overall fiscal and programmatic operations; Sustaining membership in the YWCA USA by ensuring ongoing compliance with current membership affiliation requirements; Attending 3 of the annual YWCA hosted events; Attending board members meetings monthly.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-15
  • S66 Uniform Combined State Law Examination
    2025-12-15
Other Names
  • Samantha L Phillips
  • Samantha L Street

View on SEC IAPD

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