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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-11 |
| TX | RA | APPROVED | 2022-03-07 |
| MI | RA | APPROVED | 2022-02-25 |
Branch Locations
8245 Holly Road Suite 201, Grand Blanc, MI 48439 • United States
Indian River, MI • United States
Sarasota, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Grand Blanc | MI | 11/2012 | 02/2022 |
| Bank Of America N.A. | Grand Blanc | MI | 12/2012 | 02/2022 |
| Raymond James & Associates, Inc. | Grand Blanc | MI | 02/2022 | Present |
(1)Name of Business: Mighty fortress foundation Address: 3773 geddes rd, Ann Arbor, MI, 48105, United States Activity Type: Non profit Position/Title: Officer - Treasurer, Board Member Investment Related: Yes Start Date: 02/02/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: to advise on foundation activities \nno access to checking accounts or any funds in any way.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-23 |
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