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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-09-03 |
Branch Locations
2753 S. Milford Rd Suite 101, Highland, MI 48357 • United States
Highland, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Highland | MI | 10/2000 | Present |
| Diamond Bldg. Llc | Highland | MI | 10/2003 | Present |
| Hickory Street Properties | Highland | MI | 05/2003 | Present |
| Raymond James Financial Services Advisors, Inc | Highland | MI | 01/2009 | Present |
| Petrillo Group | Highland | MI | 10/2005 | Present |
| Lake City Llc | Highland | MI | 05/2011 | Present |
| Non Variable Insurance | Highland | MI | 07/2009 | Present |
| Petrillo | Highland | MI | 09/2016 | Present |
(1)Name of Business: diamond building LLC Address: 2753 S Milford Rd Ste 101, Highland, MI, 48357, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 10/02/2003 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: take garbage out. manage property (2)Name of Business: Petrillo Address: 2753 S Milford Rd Ste 101, Highland, MI, 48357, United States Activity Type: Control Person Position/Title: Other (Acting) Investment Related: Yes Start Date: 09/28/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. management of account-Mary Pat Petrillo IRA-277L5424 IRA Rollover Freedom account (3)Name of Business: Petrillo Group Address: 2753 S Milford Rd Ste 101, Highland, MI, 48357, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/05/2006 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1987-02-17 |
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