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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advance Wealth Management Service, Llc | Bad Axe | MI | 04/2023 | 10/2023 |
| Advance Wealth Management Service, Llc | Bad Axe | MI | 09/2017 | 10/2023 |
| Petes Bar | Bad Axe | MI | 05/2010 | 04/2022 |
| Raymond James Financial Services Advisors, Inc. | Bad Axe | MI | 10/2023 | Present |
| Raymond James Financial Services, Inc. | Bad Axe | MI | 10/2023 | Present |
| Fieldstone Wealth Management Group | Bad Axe | MI | 10/2023 | Present |
(1)Name of Business: Fieldstone Wealth Management Address: 1 E Huron Ave, Bad Axe, MI, 48413-1371, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/11/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Investment Advisor Representative and client service team lead - providing support to FA's and service representatives
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-07 |
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