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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-04 |
| TX | RA | APPROVED | 2019-02-11 |
| MI | RA | APPROVED | 2019-02-01 |
Branch Locations
325 N. Old Woodward Ave. Suite 320, Birmingham, MI 48009 • United States
1421 Pine Ridge Rd., Suite 300, Naples, FL 34109 • United States
Birmingham, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Birmingham | MI | 12/2008 | 02/2019 |
| Raymond James & Associates | Birmingham | MI | 02/2019 | Present |
| Raymond James & Associates, Inc. | Naples | FL | 12/2021 | Present |
(1)Name of Business: Catholic Foundation of Michigan Address: 917 N Glenhurst Dr, Birmingham, MI, 48009, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member, Committee Member Investment Related: Yes Start Date: 04/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: board member/governance\nmarketing committee\n
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-28 |
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