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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-07-28 |
| TX | RA | APPROVED | 2021-07-28 |
Branch Locations
741 E Beltline Ave Ne, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Veltman Investment Mangement | Grand Rapids | MI | 03/2000 | Present |
| Raymond James Financial Services, Inc. | Grand Rapids | MI | 03/1999 | Present |
| Raymond James Financial Services Advisor, Inc | Grand Rapids | MI | 07/2021 | Present |
(1)Name of Business: Veltman Investment Management Address: 741 E Beltline Ave NE, Grand Rapids, MI, 49525, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/18/2000 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: FA Scott Veltman, Bryan Ridgeway Support staff / Operations Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-26 |
| S66 | Uniform Combined State Law Examination | 2011-05-26 |
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