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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2026-01-15 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
39400 Woodward Ave Ste 280, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Comerica Bank | Bloomfield Hills | MI | 03/2018 | 11/2023 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 11/2023 | 01/2026 |
| Raymond James & Associates, Inc | Bloomfield Hills | MI | 01/2026 | Present |
| Comerica Securities | Bloomfield Hills | MI | 06/2007 | 03/2018 |
(1)Name of Business: S.P.A. LLC DBA Firefly Spa and DBA Some Peace and Quiet Address: 2605 West 14 Mile Road, Royal Oak, MI, 48073, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/05/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Limited function operations manager.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-04-19 |
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