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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-09 |
| MI | RA | APPROVED | 2019-09-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Holland | MI | 08/2000 | 09/2019 |
| Raymond James Financial Services, Inc. | Holland | MI | 09/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Holland | MI | 09/2019 | Present |
| Ockerlund Capital & Wealth Management | Islamorada | FL | 10/2019 | 08/2023 |
(1)Name of Business: Arcadia Capital Address: 510 W 17th St, Holland, MI, 49423-3437, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 09/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Advisor (2)Name of Business: Macatawa Capital LLC Address: 75996 Overseas Hwy, Islamorada, FL, 33306, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 10/02/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: LLC for Investment Advisor business (3)Name of Business: Trans Am Automotive LLC Address: 75996 Overseas Highway, Islamorada, FL, 33036, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/01/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC to hold cars ownership (4)Name of Business: Trans Am Aviation LLC Address: 510 W 17th Street, Holland, MI, 49423, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 02/28/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Entity that owns a airplane (5)Name of Business: Trans-Am Motorsports, LLC Address: 75996 Overseas Highway, Islamorada, FL, 33036, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is an LLC entity I use for vintage auto related activities, real estate transactions and services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-29 |
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