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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2024-03-01 |
| TX | RA | APPROVED | 2024-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Vicksburg | MI | 06/2009 | 03/2024 |
| Highland Financial Group | Vicksburg | MI | 03/2024 | Present |
| Raymond James Financial Services Advisors, Inc. | Vicksburg | MI | 03/2024 | Present |
| Raymond James Financial Services, Inc. | Vicksburg | MI | 03/2024 | Present |
| M Genesis, Llc | Vicksburg | MI | 03/2024 | Present |
(1)Name of Business: Happy Time, LLC Address: 15862 Rustic Lane, Vicksburg, MI, 49097, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 07/09/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a rental condo unit in Traverse City, MI. (2)Name of Business: Highland Financial Group, LLC Address: 625 W Prairie St, Vicksburg, MI, 49097-1274, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor, Other Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner/Wealth Management through/under RJFS umbrella. Co-Founder/owner of Highland Financial group (3)Name of Business: M Genesis, LLC Address: 625 W Prairie St, Vicksburg, MI, 49097-1274, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - CEO, Officer - President, Officer - Secretary Investment Related: No Start Date: 03/01/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: Pass through for Highland Financial Group where my compensation is deposited. (4)Name of Business: Peridot Investment Group, LLC Address: 625 W Prairie St, Vicksburg, MI, 49097-1274, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 08/01/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Rental Building for RJFS branch. (50% owner)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-03 |
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