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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-30 |
| TX | RA | APPROVED | 2024-09-30 |
Branch Locations
4215 Edison Lakes Pkwy Suite 300, Mishawaka, IN 46545 • United States
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 |
|---|---|---|---|---|
| Stifel Nicolaus | South Bend | IN | 03/2006 | 09/2024 |
| Raymond James & Associates, Inc | Mishawaka | IN | 09/2024 | Present |
(1)Name of Business: Address: 55527 Apple Rd, Osceola, IN, 46561, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/01/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own the property and collect rent. (2)Name of Business: SAB Training dba Refiners Fire Crosfit Address: 2510 Benham Ave, Elkhart, IN, 46517, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner and Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-02-29 |
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