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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2011-02-23
  • MI RA
    APPROVED
    Since 2011-02-23

Branch Locations

2526 S Rochester Road, Rochester Hills, MI 48307 • 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
Raymond James Financial Services, Inc. Rochester Hills MI 02/2011 Present
Raymond James Financial Services Advisors, Inc Rochester Hills MI 02/2011 Present
Christopher Patrick & Associates Llc Rochester Hills MI 02/2011 09/2020
Rpb Financial Management Rochester Hills MI 05/2018 Present
B&T Wealth Management, Llc Rochester Hills MI 09/2020 Present
  • 02/2011 → Present
    Raymond James Financial Services, Inc.
    Rochester Hills, MI
  • 02/2011 → Present
    Rochester Hills, MI
  • 02/2011 → 09/2020
    Christopher Patrick & Associates Llc
    Rochester Hills, MI
  • 05/2018 → Present
    Rpb Financial Management
    Rochester Hills, MI
  • 09/2020 → Present
    B&T Wealth Management, Llc
    Rochester Hills, MI
Previous Registrations
Other Businesses

(1)Name of Business: B&T Wealth Management, LLC Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/21/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 50% Owner & Partner in B&T Wealth Management LLC.. The LLC is responsible for paying rent, office overhead and staff salaries related to running my Raymond James practice. (2)Name of Business: R&R Investment Holdings, LLC Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/21/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: LLC Established to purchase and own the building from which I operate my Raymond James practice. I'm 1 of 2 partners in the LLC and have a 50% ownership interest. (3)Name of Business: RPB Financial Management Address: 2526 S Rochester Rd, Rochester Hills, MI, 48307, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/15/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-30
S63 Uniform Securities Agent State Law Examination 2001-07-05
  • S66 Uniform Combined State Law Examination
    2010-08-30
  • S63 Uniform Securities Agent State Law Examination
    2001-07-05

View on SEC IAPD

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