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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-09 |
| IL | RA | APPROVED | 2023-08-25 |
| WI | RA | APPROVED | 2023-08-25 |
Branch Locations
101 E. Grand Avenue, Port Washington, WI 53074 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Capital Inc | Denver | CO | 12/2007 | 08/2023 |
| Raymond James Financial Services, Inc. | Port Washington | WI | 08/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Port Washington | WI | 08/2023 | Present |
(1) Name of Business: Black Bridge Financial Services Address: 101 E. Grand Ave., suite 16, Port Washington, WI, 53074, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2026 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: I will manage and run the branch with help of supervisory solutions. The target date for me to separate with ClearTrack in 8-3-26 and will work under BBFS name on 8-3-26 (2) Name of Business: ClearTrack Financial Advisors Address: 101 E. Grand Avenue, Port Washington, WI, 53074, United States Activity Type: Support Company - Owner Position/Title: Independent Contractor Investment Related: No Start Date: 07/31/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: 15% owner and Financial Advisor at ClearTrack
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-21 |
| S66 | Uniform Combined State Law Examination | 2005-12-01 |
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