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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-08-20 |
| IL | RA | APPROVED | 2019-11-12 |
| WI | RA | APPROVED | 2019-11-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Rockford | IL | 02/2016 | 05/2018 |
| Raymond James Financial Services Advisors, Inc. | Beloit | WI | 11/2019 | Present |
| Raymond James Financial Services, Inc. | Beloit | WI | 11/2019 | Present |
| Edward Jones | Stillman Valley | IL | 05/2018 | 11/2019 |
| Blackhawk Bank | Beloit | WI | 11/2019 | 12/2023 |
| Blackhawk Investment Group | Beloit | WI | 11/2019 | 08/2023 |
| Blackhawk Wealth Advisors | Beloit | WI | 11/2019 | 12/2023 |
| First Mid Bank And Trust | Beloit | WI | 12/2023 | Present |
(1)Name of Business: First MId Bank And Trust Address: 400 Broad St, Beloit, WI, 53511-6223, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: Yes Start Date: 12/01/2023 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: I am a Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-19 |
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