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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_RES 2021-10-14
MI RA APPROVED 2018-04-26
  • TX RA
    APPROVED_RES
    Since 2021-10-14
  • MI RA
    APPROVED
    Since 2018-04-26

Branch Locations

315 East Eisenhower Parkway Suite 301, Ann Arbor, MI 48108 • 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
Arborlight, Inc Ann Arbor MI 04/2015 09/2016
Self-Employed Ann Arbor MI 09/2016 11/2016
University Of Michigan Ann Abor MI 11/2016 11/2017
Raymond James Financial Services, Inc Ann Arbor MI 12/2017 02/2018
Raymond James Fiancial Services, Inc Ann Arbor MI 02/2018 Present
Raymond James Financial Services Advisors Inc. Ann Arbor MI 04/2018 Present
  • 04/2015 → 09/2016
    Arborlight, Inc
    Ann Arbor, MI
  • 09/2016 → 11/2016
    Self-Employed
    Ann Arbor, MI
  • 11/2016 → 11/2017
    University Of Michigan
    Ann Abor, MI
  • 12/2017 → 02/2018
    Raymond James Financial Services, Inc
    Ann Arbor, MI
  • 02/2018 → Present
    Raymond James Fiancial Services, Inc
    Ann Arbor, MI
  • 04/2018 → Present
    Ann Arbor, MI
Other Businesses

(1)Name of Business: McLaren Wealth Strategies LLC Address: 315 E. Eisenhower Parkway, Ann Arbor, MI, 48108, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/01/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner, along with Sam Maness (2)Name of Business: The Ecology Center Address: 339 E Liberty Street, Ann Arbor, MI, 48104, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 09/23/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Sit in on board meetings and finance committee meetings. Provide guidance/judgement related to organizational issues including succession planning, organizational mission, and fundraising.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-24
  • S66 Uniform Combined State Law Examination
    2018-04-24

View on SEC IAPD

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