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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 | Onalaska | WI | 08/2015 | 05/2025 |
| Thrivent Financial | Onalaska | WI | 12/2015 | 05/2025 |
| Raymond James Financial Services, Inc. | Antigo | WI | 05/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Antigo | WI | 05/2025 | Present |
| Pinnacle Wealth Management Group | Antigo | WI | 05/2025 | Present |
(1)Name of Business: JTTM Ventures llc Address: w5537 aspenwood trail, west salem, WI, 54669, United States Activity Type: Rental Real Estate Position/Title: Other Investment Related: Yes Start Date: 04/05/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: owner of a few rental properties (2)Name of Business: Pinnacle Wealth Management Group LLC Address: 815 Superior St, Antigo, WI, 54409-2012, 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: owener founding partner (3)Name of Business: RBG Ventures LLC Address: superior street, antigo, WI, 54409, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 10/13/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: I am a partner / owner of our firms LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-30 |
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