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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-18 |
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
326 Tecumseh Street, Dundee, MI 48131 • United States
New Palestine, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-27 |
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