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432 Security Blvd. Ste. 101, Green Bay, WI 54313-9709 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-16 |
| TX | RA | APPROVED | 2025-12-15 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-08 |
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