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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
| WI | RA | APPROVED | 2017-09-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Metlife Securities Inc | Madison | WI | 01/2013 | 09/2017 |
| Massachusetts Mutual Life Insurance Company | Springfield | MA | 07/2016 | 09/2017 |
| Mml Investors Services, Llc | Middleton | WI | 03/2017 | 09/2017 |
| Raymond James Financial Services, Inc. | Madison | WI | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | WI | 09/2017 | Present |
| Wps, Medico, United Health Care | Madison | WI | 12/2017 | 01/2021 |
| Tactical Financial Group | Madison | WI | 09/2017 | Present |
1) TACTICAL FINANCIAL GROUP, 8040 Excelsior Dr Ste 301, Madison, WI NON-INVESTMENT RELATED SUPPORT COMPANY/DBA (OWNER), MADISON, WI, P/T: Other 0 -1HOURS DEVOTED, 0 -1HOURS DEVOTED DURING TRADING HOURS, DOD: We have an office of threeadvisors; Scott Anderson, Jonathan Burns, and myself. We are all owners. We all operate as Financial Advisors. We use Tactical Financial Group as our DBA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-03-12 |
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