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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-08 |
| MI | RA | APPROVED | 2020-09-14 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Monroe | MI | 01/1999 | Present |
| Walker Financial Services | Monroe | MI | 06/1997 | 06/2023 |
| Raymond James Financial Services Advisors, Inc. | Monroe | MI | 09/2020 | Present |
(1)Name of Business: Walker Financial Services Address: 1090 N Monroe St, Monroe, MI, 48162, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/1997 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Vice President / Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-19 |
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