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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-08-26 |
Branch Locations
One Towne Square Suite 240, Southfield, MI 48076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Southfield | MI | 12/1991 | Present |
| R2 Financial Planning Llc | Southfield | MI | 08/2006 | Present |
| Raymond James Financial Services Advisors Inc. | Southfield | MI | 08/2010 | Present |
| John Hancock | Howell | MI | 01/2014 | Present |
| Rumschlag Realty, Llc | Howell | MI | 01/2000 | Present |
1. INSURANCE NON-VARIABLE;WATERFORD, MI;INVESTMENT RELATED;SERVICE LIFE INSURANCE CONTRACTS;09/2008-PRESENT;AGENT;.25 HRS PER MNTH;0 DURING TRADING. 2.Name of Business: R2 Financial Planning, LLC Address: 1 Towne Square, suite 240, Southfield, MI, 48076, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/21/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company 3. JOHN HANCOCK - HOWELL, MI - 01/2014 TO PRESENT - AGENT/RECIEVE RESIDUAL COMMISSIONS ON LIFE INSURANCE POLICIES SOLD PRIOR TO JOINING RAYMOND JAMES IN 1991 - 0 HOURS PER MONTH - 0 HOURS DURING TRADING HOURS - INVESTMENT RELATED 4.Name of Business : Rumschlag Realty, LLC Address: Howell, MI Nature of the Business: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 01/01/2000 Hours per month devoted to this business: 8 Hours per month devoted to this business during trading hours: 0 Description of duties: Landlord 5. Name of Business: John Hancock Address: 4610 Treasure Lake Drive, Howell, MI, 48843, United States Activity Type: Other Position/Title: Agent Investment Related: Yes Start Date: 01/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Receive residual commissions from John Hancock life insurance policies sold prior to joining Raymond James in October 1991
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-03-19 |
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