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Current Employers
Raymond James Financial Services Advisors, Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-24
MI RA APPROVED 2017-10-16
  • TX RA
    APPROVED
    Since 2019-01-24
  • MI RA
    APPROVED
    Since 2017-10-16

Branch Locations

782 Huron Suite 2, Marysville, MI 48040 • 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
Marysville Golf Course Marysville MI 09/2018 05/2021
Kent County Parks - Kaufman Golf Course Wyoming MI 08/2008 06/2017
Grand Rapids Hockey Asso Grand Rapids MI 08/2015 06/2017
Grand Rapids Public Schools Grand Rapids MI 08/2015 Present
Raymond James Financial Services, Inc Marysville MI 07/2017 Present
Raymond James Financial Services Advisors Inc. Marysville MI 10/2017 Present
Usa Hockey Port Huron MI 10/2017 Present
Marysville Public Schools Marysville MI 07/2018 Present
  • 09/2018 → 05/2021
    Marysville Golf Course
    Marysville, MI
  • 08/2008 → 06/2017
    Kent County Parks - Kaufman Golf Course
    Wyoming, MI
  • 08/2015 → 06/2017
    Grand Rapids Hockey Asso
    Grand Rapids, MI
  • 08/2015 → Present
    Grand Rapids Public Schools
    Grand Rapids, MI
  • 07/2017 → Present
    Raymond James Financial Services, Inc
    Marysville, MI
  • 10/2017 → Present
    Marysville, MI
  • 10/2017 → Present
    Usa Hockey
    Port Huron, MI
  • 07/2018 → Present
    Marysville Public Schools
    Marysville, MI
Other Businesses

1)Name of Business: Eschels Financial Address: 782 Huron Ste 2, Marysville, MI, 48040, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/30/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am selling life insurance and long term care through Eschels (2) Name of Business: Beacon Wealth Group Address: 782 Huron Ste 2, Marysville, MI, 48040, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President, Independent Contractor Investment Related: No Start Date: 07/23/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Beacon Wealth Group is the name of our business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-06
  • S66 Uniform Combined State Law Examination
    2017-10-06

View on SEC IAPD

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