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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-08-26
  • MI RA
    APPROVED
    Since 2010-08-26

Branch Locations

One Towne Square Suite 240, Southfield, MI 48076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 12/1991 → Present
    Raymond James Financial Services, Inc.
    Southfield, MI
  • 08/2006 → Present
    R2 Financial Planning Llc
    Southfield, MI
  • 08/2010 → Present
    Southfield, MI
  • 01/2014 → Present
    John Hancock
    Howell, MI
  • 01/2000 → Present
    Rumschlag Realty, Llc
    Howell, MI
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-03-19
  • S63 Uniform Securities Agent State Law Examination
    1984-03-19
Designations

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