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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2017-10-27 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Rochester | MN | 07/2013 | 11/2016 |
| First Lutheran Church | Onalaska | WI | 10/2005 | Present |
| Wells Fargo Clearing Services, Llc | Rochester | MN | 11/2016 | 10/2017 |
| Raymond James Financial Services, Inc | La Crosse | WI | 10/2017 | Present |
| Raymond James Financial Services Advisors Inc. | La Crosse | WI | 10/2017 | Present |
| State Bank Financial | La Crosse | WI | 10/2017 | Present |
| First Lutheran Church | Onalaska | WI | 02/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-07 |
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