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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2019-10-15 |
Branch Locations
13890 Bishops Drive Suite 130, Brookfield, WI 53005 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network | Cedarburg | WI | 01/2015 | 03/2018 |
| Reis Financial Services | West Bend | WI | 04/2018 | 10/2019 |
| Raymond James Financial Services, Inc | Brookfield | WI | 10/2019 | Present |
| Raymond James Financial Services Advisors Inc. | Brookfield | WI | 10/2019 | Present |
| Wellspring Personal Financial Services Llc | Brookfield | WI | 10/2019 | Present |
(1)Name of Business: Wellspring Personal Financial Services LLC Address: 13890 Bishops Dr Ste 130, Brookfield, WI, 53005, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/21/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Provide Administrative support to Branch Manager/Business owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-30 |
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