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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-27 |
| VA | RA | APPROVED | 2022-08-31 |
| WI | RA | APPROVED | 2018-12-19 |
Branch Locations
12740 N River Road, Mequon, WI 53092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-09-07 |
Branch Locations
12740 N River Road, Mequon, WI 53092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R.W. Baird & Co. | Milwaukee | WI | 08/2015 | 06/2017 |
| Sloppy Joes | Hubertus | WI | 08/2016 | 03/2017 |
| R.W. Baird & Co. | Milwaukee | WI | 06/2017 | 09/2017 |
| R.W. Baird & Co. | Milwaukee | WI | 09/2017 | 11/2018 |
| Raymond James Financial Services, Inc. | Arlington | VA | 12/2018 | Present |
| Raymond James Financial Services Advisors, Inc. | Arlington | VA | 12/2018 | Present |
| Gentian Financial, Inc | Arlington | VA | 12/2018 | Present |
(1)Name of Business: Gentian Financial, Inc Address: 12740 N River Rd, Mequon, WI, 53092, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/17/2018 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planning, Investment Research, Internal Operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-29 |
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