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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-09-24 |
| MI | RA | APPROVED | 2017-04-27 |
Branch Locations
4420 Jackson Road 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, Inc. | Ann Arbor | MI | 02/2017 | 04/2017 |
| Gulfstream Aerospace | Savannah | GA | 07/2011 | 02/2017 |
| Raymond James Financial Services, Inc. | Ann Arbor | MI | 04/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Ann Arbor | MI | 04/2017 | Present |
| Legacy Financial | Ann Arbor | MI | 08/2017 | 07/2024 |
(1)Name of Business: BlauScreen LLC. Address: 4420 Jackson Rd Ste 101, Ann Arbor, MI, 48103-1834, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 12/10/2025 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: IT support company for our branch. Responsible for troubleshooting of hardware, network management, and website maintenance. (2)Name of Business: Emerson School Address: 4420 Jackson Rd Ste 101, Ann Arbor, MI, 48103-1834, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 06/02/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will sit on the board of trustees and the finance committee. The finance committee is a separate committee from the investment committee. The finance committee reviews the annual operating budget. (3)Name of Business: Legacy Financial Address: 4420 Jackson Rd Ste 101, Ann Arbor, MI, 48103-1834, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - Secretary Investment Related: No Start Date: 07/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor, Partner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-04-24 |
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