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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-02 |
| FL | RA | APPROVED | 2022-02-03 |
| AZ | RA | APPROVED | 2018-06-07 |
| MI | RA | APPROVED | 2016-09-28 |
Branch Locations
420 South Brown Street, Jackson, MI 49203 • United States
Marco Island, FL • 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 |
|---|---|---|---|---|
| Royal Alliance | Jackson | MI | 05/2004 | 09/2016 |
| Raymond James Financial Services, Inc. | Jackson | MI | 09/2016 | Present |
| Raymond James Financial Services Advisors Inc. | Jackson | MI | 09/2016 | Present |
(1)Name of Business: Address: 420 S Brown St, Jackson, MI, 49203-1426, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/01/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I authored a book and would like to sell it on Amazon. (2)Name of Business: CanDon Properties, LLC Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/13/1999 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own the company that the office rents from. There is no other activity in the company. (3)Name of Business: DVH Enterprises, Inc. Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 01/02/1986 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 11-20 Description of duties: This is a corporation I use for marketing expenses. Has minor recurring insurance business. (4)Name of Business: DVH Enterprises, Inc. Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 09/06/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell insurance (5)Name of Business: The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Officer - Treasurer, Officer - President, Officer - Secretary Investment Related: No Start Date: 10/10/1994 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am 100% owner of the company. I make all decisions pertinent to the running of the company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1983-02-02 |
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