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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-08-13 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Southfield | MI | 03/2015 | 08/2019 |
| Clarfeld Financial Advisors, Llc | Southfield | MI | 08/2019 | 07/2020 |
| Citizens Securities | Southfield | MI | 03/2015 | 07/2020 |
| Rbc Capital Markets, Llc | Bloomfield | MI | 08/2020 | 09/2021 |
| City National Bank | Bloomfield | MI | 09/2020 | 09/2021 |
| Stifel Nicolaus & Co Inc | Southfield | MI | 11/2021 | 08/2026 |
| Raymond James & Associates, Inc | Birmingham | MI | 08/2026 | Present |
1. St. Joseph's Helpers, 26281 E. River Road, Grosse Ile, MI 48138; Non-profit, volunteer organization to provide those in need with basic home maintenance and repairs; Board Member; Advisory Oversite; 7/12/22 ; 4 hr/qtr; Not During Securities Trading Hours; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1987-01-27 |
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