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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-12-18 |
| TX | RA | APPROVED | 2023-12-18 |
Branch Locations
202 East State Street Suite 300, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Traverse City | MI | 08/2013 | 08/2020 |
| Raymond James Financial Services Advisors Inc. | Traverse City | MI | 06/2018 | 08/2020 |
| Raymond James & Associates, Inc. | Traverse City | MI | 11/2020 | 12/2023 |
| Stifel, Nicolaus & Company, Incorporated | Traverse City | MI | 12/2023 | Present |
1. SCORE Traverse City; 202 E Grandview Parkway Suite 201 Traverse City MI 49684; volunteer organization that offers mentoring services to local business owners; I am the chair of the marketing committee; I create and manage the marketing plan for the chapter which includes collaborating with our marketing partners and SCORE's headquarters as well. I also sit on the chapter's executive committee; 09/02/2013; 20.00hrs/month; During securities trading hours; Not Investment-Related 2. Impact 100 Traverse city; 526 w 14th st traverse city, MI 49684; supporting non-profits in our area through collective giving; volunteer on the arts and culture committee; participate on the arts and culture committee by reading grants, attending site visits and helping to determine if the grants should be brought to the entire organization for a vote; 04/28/2025; 15hrs/yr; During securities trading hours; Not investment related 3. Salvation Army; 1239 Barlow Traverse City, MI 49686; serves the needs of the homeless, disadvantaged and low income individuals in our area; Advisory Board member; attend monthly meetings, be a liaison roll between the organization and the community, instrumental in developing goals and a strategic plan of action to achieve the goals; 05/01/2026; 5 hours/month; During securities trading hours; Not investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-18 |
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