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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
| MI | RA | APPROVED | 2025-04-29 |
Branch Locations
25 Michigan Ave. W Suite 240, Battle Creek, MI 49017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Battle Creek | MI | 07/2024 | 01/2025 |
| Kellogg | Battle Creek | MI | 05/2021 | 06/2024 |
| Education | Battle Creek | MI | 08/2010 | 04/2021 |
| Raymond James & Associates | Battle Creek | MI | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-11 |
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