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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-07 |
| MI | RA | APPROVED | 2015-04-30 |
Branch Locations
818 Red Drive Suite 230, Traverse City, MI 49684 • United States
Traverse City, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Traverse City | MI | 11/2014 | Present |
| Raymond James Financial Services Advisors, Inc. | Traverse City | MI | 04/2015 | Present |
| Watermark Financial Services Llc | Traverse City | MI | 08/2014 | 12/2016 |
((1)Name of Business: Schweitzer Capital Group, LLC Address: 818 Red Dr Ste 230, Traverse City, MI, 49684, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: General Office Duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-27 |
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