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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-10 |
Branch Locations
161 East Michigan Ave Suite 600, Kalamazoo, MI 49007 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Diversified Financial Advisors | Charlotte | MI | 06/2014 | 05/2017 |
| Harbour Investments | Madison | WI | 05/2015 | 06/2017 |
| Olivet College | Olivet | MI | 08/2013 | 05/2017 |
| Jackson National Life Distributors Llc | Franklin | TN | 06/2017 | 04/2021 |
| Harbour Investments, Inc | Madison | WI | 09/2021 | 05/2025 |
| Diversified Financial Advisors | Battle Creek | MI | 09/2021 | 05/2025 |
| Raymond James & Associate, Inc. | Kalamazoo | MI | 07/2025 | Present |
| Door Dash | Franklin | TN | 04/2021 | 08/2021 |
| Unemployed | Portage | MI | 05/2025 | 07/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
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