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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Princeton | WI | 06/2003 | Present |
| Raymond James Financial Services Advisors Inc. | Wisconsin Rapids | WI | 06/2009 | Present |
| M&M Financial Services | Wisconsin Rapids | WI | 07/2013 | Present |
(1)Name of Business: M&M Financial Services 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 (2)Name of Business: Touring and Cruises Address: 9111 Bainbridge Trail, Wisconsin Rapids, WI, 54494, United States Activity Type: Other Position/Title: Independent Contractor Investment Related: No Start Date: 03/04/2024 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be booking travel for friends and family
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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