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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| WI | RA | APPROVED | 2021-02-01 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
Hartland, WI • United States
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 |
|---|---|---|---|---|
| Hartford Funds Distributors | Radnor | PA | 05/2013 | 04/2018 |
| Hartford Funds Management Company, Llc | Radnor | PA | 06/2015 | 04/2018 |
| Edward Jones | Saint Louis | MO | 04/2018 | 02/2021 |
| Raymond James & Associates | Waukesha | WI | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-29 |
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