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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-24 |
| MI | RA | APPROVED | 2017-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-06 |
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