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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-16 |
| MI | RA | APPROVED | 2025-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Door Lending | Bingham Farms | MI | 01/2022 | 12/2023 |
| Rocket Mortgage | Detroit | MI | 07/2015 | 12/2022 |
| Commonwealth Financial Network | Waltham | MA | 01/2024 | 06/2025 |
| Raymond James Financial Services Advisors, Inc. | Dundee | MI | 06/2025 | Present |
| Raymond James Financial Services, Inc. | Dundee | MI | 06/2025 | Present |
(1)Name of Business: RT Business Consulting LLC Address: 28384 Hunter Ct, Flat Rock, MI, 48134, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 01/16/2025 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of the LLC (2)Name of Business: Village Wealth Management Address: 326 Tecumseh St, Dundee, MI, 48131-1062, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-26 |
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