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Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-20
MI RA APPROVED 2024-07-05
  • TX RA
    APPROVED
    Since 2024-09-20
  • MI RA
    APPROVED
    Since 2024-07-05

Branch Locations

100 Crahen Ave Ne Suite 200, Grand Rapids, MI 49525 • 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 & Associates, Inc. Grand Rapids MI 05/2024 Present
Consumers Credit Union Grand Rapids MI 11/2018 05/2024
Michigan First Mortgage Grand Rapids MI 05/2018 11/2018
Meijer Credit Union Grand Rapids MI 04/2015 11/2018
  • 05/2024 → Present
    Grand Rapids, MI
  • 11/2018 → 05/2024
    Consumers Credit Union
    Grand Rapids, MI
  • 05/2018 → 11/2018
    Michigan First Mortgage
    Grand Rapids, MI
  • 04/2015 → 11/2018
    Meijer Credit Union
    Grand Rapids, MI
Other Businesses

(1)Name of Business: SEL4Success Inc. Address: 3958 Meadowood Ln SW, Grandville, MI, 49418, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 01/26/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am a board member for a local non-profit that provides pre-prepared lesson plans to various schools that revolve around social and emotional learning.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-02
  • S66 Uniform Combined State Law Examination
    2024-07-02

View on SEC IAPD

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