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Adam Lee Coselmon

Raymond James & Associates, Inc.

Fenton, MI

CRD 3218369

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-11-10
MI RA APPROVED 2015-05-12
  • TX RA
    APPROVED_RES
    Since 2016-11-10
  • MI RA
    APPROVED
    Since 2015-05-12

Branch Locations

102 W. Silver Lake Road Suite 200, Fenton, MI 48430 • 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 Blanc MI 05/2015 08/2018
Raymond James & Associates, Inc. Fenton MI 08/2018 Present
Previous Registrations
Other Businesses

(1)Name of Business: Horizon Group of Fenton LLC Address: 102 West Silver Lake Road, Fenton, MI, 48430, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 03/27/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Voting on necessary decisions as part of the LLC

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-07-25
  • S66 Uniform Combined State Law Examination
    2000-07-25

View on SEC IAPD

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