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1138 Main Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-11 |
| WI | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc. | Green Bay | WI | 07/2015 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 07/2015 | 10/2025 |
| Macco Financial Group, Inc. | Green Bay | WI | 10/2025 | Present |
1) Licensed insurance agent; Not investment-related; Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 2-3 hours per month, 0 during trading hours; Licensed insurance agent 2) 1138 Main, LLC; 1138 Main St, Green Bay, WI, 54301; Rental Real Estate; Managing Member; 03/30/2017; 1 Hours per month; 0 during trading hours; Collect rent, reconciles books, and assists with property management 3) S&E Mini Golf LLC; 2630 School Lane, Suamico, WI, 54313; Member; Not Investment Related; 06/01/2022; 5 hours per month; 0 during trading hours; Business advisor, consultant, and investor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-30 |
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