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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-06-18
MI RA APPROVED 2025-06-18
  • IN RA
    APPROVED
    Since 2025-06-18
  • MI RA
    APPROVED
    Since 2025-06-18

Branch Locations

326 Tecumseh Street, Dundee, MI 48131 • United States

New Palestine, IN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Indy Jet Management Greenfield IN 01/2020 06/2026
Jet Linx Indianapolis IN 03/2016 01/2020
Doodles Of Cali New Palestine IN 06/2019 03/2024
Village Wealth Management Dundee MI 12/2021 06/2025
Commonwealth Financial Network Waltham MA 12/2021 06/2025
Raymond James Financial Services, Inc. Dundee MI 06/2025 Present
Raymond James Financial Services Advisors, Inc. Dundee MI 06/2025 Present
  • 01/2020 → 06/2026
    Indy Jet Management
    Greenfield, IN
  • 03/2016 → 01/2020
    Jet Linx
    Indianapolis, IN
  • 06/2019 → 03/2024
    Doodles Of Cali
    New Palestine, IN
  • 12/2021 → 06/2025
    Village Wealth Management
    Dundee, MI
  • 12/2021 → 06/2025
    Waltham, MA
  • 06/2025 → Present
    Raymond James Financial Services, Inc.
    Dundee, MI
  • 06/2025 → Present
    Dundee, MI
Previous Registrations
Other Businesses

(1) Name of Business: Address: 1133 S 400 W, New Palestine , IN, 46163, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 04/29/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Help clients select insurance based on their needs. (2) Name of Business: Premier Homecare of Indiana Address: 8455 Keystone Crossing , Indianapolis , IN, 46240, United States Activity Type: Part-Time Activity/Employment Position/Title: Associate/Employee Investment Related: No Start Date: 06/29/2026 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Pilot (3) Name of Business: Village Wealth Management Address: 1133 S 400 W, New Palestine , IN, 46163, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 11/30/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-27
  • S66 Uniform Combined State Law Examination
    2023-10-27
Other Names
  • Brandon Proctor

View on SEC IAPD

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