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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
515 W North Shore Dr Ste 202, Hartland, WI 53029 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bloomington | MN | 08/2015 | 01/2021 |
| Thrivent Investment Management Inc | Antigo | WI | 02/2021 | 05/2025 |
| Thrivent Financial | Appleton | WI | 05/2021 | 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: 515 W North Shore Dr Ste 202, Hartland, WI, 53029-8365, United States Activity Type: Support Company - Owner Position/Title: Other 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: Chief Investment Officer (2)Name of Business: RBG Ventures LLC Address: 515 W North Shore Dr Ste 202, Hartland, WI, 53029-8365, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/10/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Chief Investment Officer
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-26 |
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