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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-05-08 |
Branch Locations
100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • United States
Grand Rapids, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Builders Inc. | Midland | MI | 06/2015 | 07/2018 |
| Raymond James & Associates, Inc | Grand Rapids | MI | 07/2018 | 11/2018 |
| Raymond James & Associates, Inc | Grand Rapids | MI | 02/2019 | 02/2021 |
| Facemasks Llc | Grand Rapids | MI | 05/2020 | 01/2021 |
| Columbia Management Investment Distributors, Inc. | Boston | MA | 02/2021 | 04/2022 |
| Diamonds Baseball | Grand Rapids | MI | 11/2018 | 02/2019 |
| Raymond James Financial Services, Inc. | Midland | MI | 04/2022 | 03/2023 |
| Raymond James Financial Services Advisors, Inc. | Midland | MI | 04/2022 | 03/2023 |
| Gavin & Associates Llc | Midland | MI | 04/2022 | 03/2023 |
| Raymond James & Associates, Inc | Grand Rapids | MI | 04/2023 | Present |
(1)Name of Business: AMA8 LLC Address: 5108 Grandview Ct , Midland, MI, 48640, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 05/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 1/4th Partner in buying/selling rental real estate. (2)Name of Business: Brady & Goodwin LLC Address: 414 Benson Ave NW, Apt 1431, Grand Rapids, MI, 49546, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 09/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Assisting in buying, selling, and renting real estate. (3)Name of Business: Goodwin Management Partners, LLC Address: 414 Benson Ave NW, Apt 1431, Grand Rapids, MI, 49546, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: No Start Date: 06/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Share in responsibilities to buy, manage, sell, and develop real estate. (4)Name of Business: Goodwin Management Partners, LLC Address: 169 South Brabaw, Midland, MI, 48640, United States Activity Type: Rental Real Estate Position/Title: Investment Related: Yes Start Date: 05/22/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (5)Name of Business: Pennsburg Rentals LLC Address: 414 Benson Ave SW - Apt. 1431, Grand Rapids, MI, 49503, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 03/19/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Responsible for banking & financial management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-12-19 |
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