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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-23 |
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
51 Ionia Ave. Sw Floor 2, Grand Rapids, MI 49503 • United States
North Muskegon, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Muskegon | MI | 01/1989 | 04/2026 |
| Bank Of America, Na | Grand Rapids | MI | 12/2009 | 04/2026 |
| Raymond James & Associates, Inc. | Grand Rapids | MI | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-09 |
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