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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-26 |
| MI | RA | APPROVED | 2025-01-17 |
Branch Locations
100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Grand Rapids | MI | 05/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Grand Rapids | MI | 11/2016 | 11/2017 |
| Cascade Hills Country Club | Grand Rapids | MI | 09/2016 | 01/2019 |
| Fifth Third Securities | Wyoming | MI | 11/2017 | 01/2025 |
| Raymond James & Associates, Inc. | Grand Rapids | MI | 01/2025 | Present |
| Embassy Suites | Grand Rapids | MI | 07/2023 | Present |
(1)Name of Business: Neighbor Address: 4119 Widgeon Lane, Hudsonville , MI, 49426, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 11/15/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Renting out space of my garage for income through the neighbor app.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-03 |
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