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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2022-06-21 |
Branch Locations
20935 Swenson Dr Ste 350, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 12/2003 | 06/2022 |
| Raymond James Financial Services, Inc. | Waukesha | WI | 06/2022 | Present |
| Raymond James Financial Services Advisors, Inc. | Waukesha | WI | 06/2022 | Present |
| Wealthness Financial | Waukesha | WI | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-02-26 |
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