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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2021-03-15 |
Branch Locations
700 Terrace Point Dr Ste 400, Muskegon, MI 49440 • United States
Muskegon, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Muskegon | MI | 04/2018 | Present |
| Community Shores Bank | Muskegon | MI | 10/2015 | 04/2018 |
| Grand Valley State University | Allendale | MI | 09/2016 | 12/2019 |
| Muskegon Catholic Investment Committee | Muskegon | MI | 08/2023 | Present |
| Muskegon Catholic Finance Committee | Muskegon | MI | 08/2023 | Present |
(1)Name of Business: Muskegon Catholic Central Address: 1145 W Laketon Ave, Muskegon , MI, 49441, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: Yes Start Date: 08/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteering on the finance committee at Muskegon catholic central
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-12 |
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