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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-01-24 |
| TX | RA | APPROVED_RES | 2019-01-24 |
| MI | RA | APPROVED | 2010-09-23 |
Branch Locations
4420 Jackson Rd. Suite 101, Ann Arbor, MI 48103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Ann Arbor | MI | 08/2003 | Present |
| Raymond James Financial Services Advisors, Inc. | Ann Arbor | MI | 09/2010 | Present |
(1)Name of Business: BJD Office, Llc Address: 2726 Aspen Ct, ann arbor, MI, 48108, United States Activity Type: Other Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/01/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife and I own the office building where our offices are located. There are no other tenants. (2)Name of Business: Legacy Financial Address: 4420 Jackson Rd, Ann Arbor, MI, 48103, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 12/01/2006 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 my operating company
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 1982-01-26 |
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