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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2011-02-23 |
Branch Locations
2526 S Rochester Road, Rochester Hills, MI 48307 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
(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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-05 |
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