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Current Employers
Packerland Brokerage Services, Inc.

432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-16
TX RA APPROVED 2025-12-15
  • WI RA
    APPROVED
    Since 2025-12-16
  • TX RA
    APPROVED
    Since 2025-12-15

Branch Locations

432 Security Blvd., Green Bay, WI 54313 • UNITED STATES

Big Spring , TX • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Davenport & Company Llc Richmond VA 09/2014 04/2024
Compliance Exchange Group - Cxg Hauppauge NY 04/2024 06/2024
Big Spring Independent School District Big Spring TX 08/2024 06/2025
Pathway Academy Big Spring TX 08/2025 10/2025
Packerland Brokerage Services Greenbay WI 12/2025 Present
  • 09/2014 → 04/2024
    Richmond, VA
  • 04/2024 → 06/2024
    Compliance Exchange Group - Cxg
    Hauppauge, NY
  • 08/2024 → 06/2025
    Big Spring Independent School District
    Big Spring, TX
  • 08/2025 → 10/2025
    Pathway Academy
    Big Spring, TX
  • 12/2025 → Present
    Packerland Brokerage Services
    Greenbay, WI
Previous Registrations
  • 2014-09-16 → 2024-04-09
    Richmond, VA
  • 2013-01-02 → 2014-09-18
    Bb&T Securities, Llc
    Richmond, VA
    Richmond, VA
  • 2013-07-30 → 2014-09-12
    Bb&T Investment Services, Inc.
    Charlotte, NC
    Richmond, VA
  • 2008-06-12 → 2013-01-02
    Scott & Stringfellow, Llc
    Richmond, VA
    Richmond, VA
  • 2005-09-13 → 2008-06-11
    Richmond, VA
    Richmond, VA
  • 2003-01-17 → 2005-09-14
    Glen Allen, VA
  • 2002-07-08 → 2003-01-15
    Ryan Beck & Co.
    Livingston, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-09-20
S63 Uniform Securities Agent State Law Examination 1997-08-08
  • S65 Uniform Investment Adviser Law Examination
    1997-09-20
  • S63 Uniform Securities Agent State Law Examination
    1997-08-08
Other Names
  • Theresa Jo Phelps
  • Theresa Jo Stewart
  • Theresa Jo Manderski

View on SEC IAPD

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