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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-28 |
| WI | RA | APPROVED | 2009-06-01 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Princeton | WI | 09/1997 | Present |
| Raymond James Financial Services Advisors, Inc | Princeston | WI | 05/2009 | Present |
| M&M Financial Services Llc | Princeton | WI | 07/2013 | Present |
(1)Name of Business: M & M Financial Services, LLC Address: 104 E Main St, Princeton, WI, 54968, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Company for our RJ office
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-09-15 |
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