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720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-28 |
Branch Locations
2039 Centre Pointe Blvd Ste 203, Tallahassee, FL 32308 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan | Tallahassee | FL | 08/2019 | 02/2024 |
| Hancock Whitney Investment Svcs | Tallahassee | FL | 08/2016 | 08/2019 |
| Bryson Bard | Tallahassee | FL | 02/2024 | Present |
| James Campbell | Tallahassee | FL | 02/2024 | Present |
| Northwestern Mutual Investment Services Llc | Tallahassee | FL | 02/2024 | Present |
1. BOARD SECRETARY, BIG BEND ORCHID SOCIETY, 1900 CAPITAL CIRCLE NE, TALLAHASSEE, , FLORIDA, 32303, UNITED STATES OF AMERICA, NON-PROFIT, START DATE: 05/08/2025, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, BOARD SECRETARY. NON-INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-05 |
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