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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financail Services | Wausau | WI | 03/2002 | Present |
| Raymond James Financial Services Advisors, Inc. | Wausau | WI | 06/2009 | Present |
| Larson Financial Group, Llc | Wausau | WI | 07/2014 | 01/2025 |
| Peoples State Bank | Wausau | WI | 01/2025 | Present |
Name of Business: Peoples Wealth Management Address: 1905 Stewart Ave, Wausau, WI 54401-5375 Activity Type: Support Company - Non Owner Position Title: Officer - Vice President Investment Related: yes Start Date: 1/21/2025 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-12-23 |
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