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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-03 |
| MI | RA | APPROVED | 2010-09-24 |
Branch Locations
818 Red Drive Suite 230, Traverse City, MI 49684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Traverse City | MI | 01/1999 | Present |
| Raymond James Financial Services Advisors, Inc | Traverse | MI | 09/2010 | Present |
| Schweitzer Capital Group, Llc | Traverse City | MI | 07/2011 | Present |
(1)Name of Business: Schweitzer Capital Group, LLC Address: 818 Red Dr Ste 230, Traverse City, MI, 49684, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2011 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: SCG is my holding company (2)Name of Business: Wolverine Power Cooperative Address: 10125 W Watergate Drive, Cadillac, MI, 49601, United States Activity Type: Non profit Position/Title: Board Member Investment Related: Yes Start Date: 08/22/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Recently selected to serve on the board for Wolverine Power, an electric power generation cooperative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-29 |
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