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1138 Main Street, Green Bay, WI 54301 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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 | 07/2016 | 10/2025 |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 08/2016 | 10/2025 |
| Macco Financial Group, Inc. | Green Bay | WI | 10/2025 | Present |
| University Of Wisconsin - Green Bay | Green Bay | WI | 08/2014 | 05/2017 |
1) Licensed insurance agent; Not investment-related; 1138 Main Street, Green Bay, WI, 54301; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 2) S&E Mini Golf LLC; 2630 School Lane, Suamico, WI, 54313; Member; Not Investment Related; 06/01/2022; 2 hours per month; 0 during trading hours; Assists with bookkeeping and business operations
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-18 |
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