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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-26 |
| MI | RA | APPROVED | 2023-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Chase | Shelby Twp | MI | 12/2018 | 08/2022 |
| Quicken Loans | Detroit | MI | 06/2015 | 12/2018 |
| Raymond James Financial Services, Inc. | Saginaw | MI | 10/2022 | Present |
| Raymond James Financial Services Advisors, Inc | Saginaw | MI | 09/2023 | Present |
| Ahp Financial Services Inc. | Saginaw | MI | 10/2022 | Present |
(1)Name of Business: AHP Financial Services Address: 5300 Gratiot Rd, Saginaw, MI, 48638-6035, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/18/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Advisor (2)Name of Business: AHP Financial Services Inc. Address: 5300 Gratiot Rd, Saginaw, MI, 48638, United States Activity Type: Independent RIA Position/Title: Advisor, Associate/Employee Investment Related: Yes Start Date: 10/16/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Fully licensed financial advisor. Meet with clients to talk about investments and strategy to achieve goals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-15 |
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