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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-05-23 |
| MI | RA | APPROVED | 2018-04-18 |
Branch Locations
39400 Woodward Ave Suite 150, Bloomfield Hills, MI 48304 • United States
Waterford, MI • United States
Petoskey, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Birmingham | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Birmingham | MI | 11/2016 | 04/2018 |
| Raymond James & Associates | Bloomfield Hills | MI | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1980-09-24 |
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