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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-06 |
Branch Locations
2048 Kohler Memorial Drive, Sheboygan, WI 53081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Sheboygan | WI | 01/2016 | 10/2025 |
| Raymond James Financial Services Advisors Inc. | Sheboygan | WI | 02/2016 | 10/2025 |
| Clear Track Financial Advisors | Sheboygan | WI | 07/2016 | 10/2025 |
| Baird | Sheboygan | WI | 10/2025 | Present |
(1)Name of Business: Clear track Financial Advisors Address: 2032 Erie Ave, Sheboygan, WI, 53081, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/14/2016 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Administrative support.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-22 |
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