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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-08
MI RA APPROVED 2024-03-06
  • TX RA
    APPROVED_RES
    Since 2026-03-08
  • MI RA
    APPROVED
    Since 2024-03-06

Branch Locations

140 N. Main Street, Evart, MI 49631 • United States

309 Lafayette Street, Greenville, MI 48838-1991 • United States

100 Cesar E. Chavez Ave Sw Suite 504, Grand Rapids, MI 49503-4057 • United States

4056 56Th Street Sw, Wyoming, MI 49418 • 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
Grand Valley State University Allendale MI 08/2020 12/2023
Grandville Calvin Christian High School Grandville MI 09/2016 05/2020
Soak Irrigation Grand Rapids MI 05/2020 08/2020
Raymond James Financial Services, Inc. Wyoming MI 05/2022 Present
Grand Valley State University - Office Of Financial Aid Allendale MI 01/2021 04/2023
Raymond James Financial Services Advisors, Inc. Wyoming MI 03/2024 Present
  • 08/2020 → 12/2023
    Grand Valley State University
    Allendale, MI
  • 09/2016 → 05/2020
    Grandville Calvin Christian High School
    Grandville, MI
  • 05/2020 → 08/2020
    Soak Irrigation
    Grand Rapids, MI
  • 05/2022 → Present
    Raymond James Financial Services, Inc.
    Wyoming, MI
  • 01/2021 → 04/2023
    Grand Valley State University - Office Of Financial Aid
    Allendale, MI
  • 03/2024 → Present
    Wyoming, MI
Other Businesses

1) Name of Business: 56th Street Wealth Strategies Address: 4056 56th St SW, Wyoming, MI, 49418-9351, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I'm a financial advisor for Raymond James and this is our administrative support entity. (2) Name of Business: Guide Point Financial Partners Address: 4056 56th St SW, Wyoming, MI, 49418-9351, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a financial advisor, this is an administrative support entity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

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