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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-14 |
| MI | RA | APPROVED | 2018-04-26 |
Branch Locations
315 East Eisenhower Parkway Suite 301, Ann Arbor, MI 48108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-24 |
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