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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-23 |
Branch Locations
676 W. Ann Arbor Trail, Plymouth, MI 48170 • United States
Wolverine Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Plymouth | MI | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Plymouth | MI | 01/2011 | Present |
| N/A - Joint Executor For Mother | Wolverine Lake | MI | 03/2018 | Present |
1) FIRST FINANCIAL STRATEGIES, INC.:NOT INVESTMENT RELATED:7/1997-PRESENT:PLYMOUTH, MI:SUPPORT COMPANY/DBA (OWNER):4 HRS/MO:0 HRS DURING TRADING:OWNER OF SUPPORT COMPANY. 2) Executor. Address: Wolverine Lake, MI Nature of the Business: Executor Position/Title: Executor Investment Related:Yes Start Date: 03/06/2018 Hours per month devoted to this business: 1 Hours per month devoted to this business during trading hours: 0 Description of duties: Joint executor for my mother.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1981-11-09 |
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