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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-13 |
| FL | RA | APPROVED | 2020-06-08 |
| MI | RA | APPROVED | 2020-06-08 |
| CO | RA | APPROVED | 2020-06-04 |
| MO | RA | APPROVED | 2020-06-01 |
| SC | RA | APPROVED | 2020-05-26 |
| AZ | RA | APPROVED | 2020-05-22 |
| IL | RA | APPROVED | 2020-05-11 |
| IN | RA | APPROVED | 2020-04-22 |
| WI | RA | APPROVED | 2020-04-08 |
| OH | RA | APPROVED | 2020-04-02 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Stifel Nicolaus & Co Inc | Geneva | IL | 06/2009 | 01/2018 |
| Wunderlich Securities, Inc./B. Riley Wealth Management | Memphis | TN | 01/2018 | 10/2019 |
| Unemployed | Plainfield | IL | 11/2019 | 03/2020 |
| Packerland Brokerage Services | Green Bay | WI | 04/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-26 |
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