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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-11-20 |
| MI | RA | APPROVED | 2013-10-14 |
Branch Locations
1171 S Main Street, Suite 6, Chelsea, MI 48118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 02/2013 | Present |
| Griffith Financial Services | Ann Arbor | MI | 02/2010 | Present |
| Raymond James Financial Services Advisors, Inc. | Chelsea | MI | 10/2013 | Present |
(1)Name of Business: Bison Wealth Planners Address: PO Box 332, Ann Arbor, MI, 48105, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2010 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Manage Client requests/needs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-03 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-25 |
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