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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Bad Axe | MI | 07/2010 | Present |
| Insurance-Non Variable | Bad Axe | MI | 10/2010 | Present |
| Bad Axe Public Schools | Bad Axe | MI | 07/2010 | 10/2019 |
| Jason Patrick & Associates Llc | Bad Axe | MI | 08/2014 | 08/2019 |
| Raymond James Financial Services Advisors Inc. | Bad Axe | MI | 06/2016 | Present |
| Krug Financial Services Llc. | Bad Axe | MI | 01/2019 | 01/2022 |
| Fieldstone Wealth Management | Bad Axe | MI | 01/2018 | Present |
((1)Name of Business: Fieldstone Wealth Management Address: 1 E Huron Ave, Bad Axe, MI, 48413, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is DBA company for our office held out to the public
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-14 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-18 |
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