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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-12-01 |
| MI | RA | APPROVED | 2010-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Bad Axe | MI | 11/1999 | Present |
| Cherry Hill Financial | Bad Axe | MI | 09/1999 | 01/2024 |
| Raymond James Financial Services Advisors, Inc. | Bad Axe | MI | 01/2009 | Present |
| House Of Bread | Bad Axe | MI | 08/2014 | 12/2019 |
| Jason Patrick And Associates, Llc | Bad Axe | MI | 05/2013 | 12/2019 |
| Fieldstone Wealth Mgt Group | Bad Axe | MI | 01/2016 | Present |
(1) Name of Business: Elijah Air LLC Address: 6094 Port Austin Rd, Caseville, mi, 48725, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/14/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: rent airplanes out to my son (2)Name of Business: Oakwood Financial Address: 1 E Huron Ave, Bad Axe, MI, 48413, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 08/22/2014 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I own condos (3) Fieldstone Wealth Mgt Groupm 1 E Huron Ave, Bad Axe, MI, 48413, Support Company - Non-Owner, Independent Contractorm 01/01/2016 I/R: No, HPM: 41-80, HPN Trade Hours, 21-10, Duties: I am a financial advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-10 |
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