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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-09 |
Branch Locations
225S Monroe Ave Suite 200, Green Bay, WI 54301 • United States
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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Green Bay | WI | 10/2002 | 02/2017 |
| Morgan Stanley | Green Bay | WI | 06/2009 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Wintrust Investments , Llc | Appleton | WI | 02/2017 | 12/2024 |
| Commonwealth Financial Network | San Diego | CA | 12/2024 | 12/2025 |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 12/2025 | Present |
Financial Consulting Services, Inc. Not investment-related Green Bay, WI DBA/Support Company Advisor 12/2025 0 hours per month 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-01-09 |
| S65 | Uniform Investment Adviser Law Examination | 2003-01-02 |
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