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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-05-17 |
| MI | RA | APPROVED | 2023-12-14 |
Branch Locations
8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J. P. Morgan Securities Llc | Flint | MI | 05/2022 | 09/2023 |
| Jpmorgan Chase Bank N.A. | Flint | MI | 05/2022 | 09/2023 |
| Chief Financial Credit Union | Birmingham | MI | 03/2020 | 04/2022 |
| Army | Bay City | MI | 05/2019 | Present |
| Financial Plus Credit Union | Flint | MI | 01/2019 | 08/2019 |
| Ups | Flint | MI | 06/2017 | 07/2017 |
| Barnett Financial Group | Grand Blanc | MI | 01/2017 | 01/2017 |
| Unemployed | Grand Blanc | MI | 09/2016 | 12/2016 |
| Unemployed | Grand Blanc | MI | 02/2017 | 05/2017 |
| Unemployed | Grand Blanc | MI | 08/2017 | 12/2018 |
| Raymond James & Associates | Grand Blanc | MI | 09/2023 | Present |
US Army, 3rd inf BM, A Co, 34451 Schoolcraft Rd, Livonia, MI 48150, Sergeant, SGT US Army Reserves; monthly drills and annual training, 15 hrs per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-26 |
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