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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Antigo | WI | 02/2012 | 05/2025 |
| Thrivent Financial For Lutherans | Appleton | WI | 05/2012 | 05/2025 |
| Raymond James Financial Services, Inc. | Antigo | WI | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Antigo | WI | 05/2025 | Present |
(1)Name of Business: Pinnacle Wealth Management Address: 815 Superior St, Antigo, WI, 54409-2012, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: I am am Managing partner in our Wealth management team at Raymond James. (2)Name of Business: RBG Ventrures LLC Address: 815 Superior St, Antigo, WI, 54409-2012, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/22/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is the Holding company for our financial planning firm at Raymond James (3)Name of Business: TC Hilltop LLC Address: 210 N 17th Ave, Wausau, WI, 54401, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Partner Investment Related: Yes Start Date: 05/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Own Property at 210 N 17th Ave, Wausau WI 54401 with Attorney Corinna Fischer (4)Name of Business: Travis Rose Properties LLC Address: 710 S Webb St, Wittenberg, WI, 54499, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/22/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This LLC Owns properties that are used for Rental purposes. \nI am the owner/ operator of the LLC. There are no other Employees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-24 |
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