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777 E. Wisconsin Avenue, Milwaukee, WI 53202-5391 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-26 |
| TX | RA | APPROVED_RES | 2021-07-26 |
| IN | RA | APPROVED | 2019-10-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financioal Services, Inc. | New Albany | IN | 11/2012 | 03/2017 |
| Raymond James Financial Services Advisors Inc. | New Albany | IN | 07/2013 | 03/2017 |
| Mainsource Bank | New Albany | IN | 11/2002 | 03/2017 |
| Hilliard Lyons | Madison | IN | 03/2017 | Present |
| Robert W. Baird & Co. Incorporated | Madison | IN | 10/2019 | Present |
Name/Address: Madison Fairmount Cemetery 1580 Michigan Road Madison IN 477250 Start Date: 7/24/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related Name/Address: Hebron Cemetery Association 6968 N Graham Road Madison IN 47250 Start Date: 7/24/20 Hours Spent: 0-2 hours/month Hours Spent During Trading: 0-1 hours/month Role/Responsibility: Board Member; Treasurer Non Investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-18 |
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