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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-05 |
| WI | RA | APPROVED | 2020-10-27 |
Branch Locations
11E Central Street, Chippewa Falls, WI 54729 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chippewa Sand Company | New Auburn | WI | 10/2011 | 06/2019 |
| Pro Form Solutions | Bloomer | WI | 06/2019 | 02/2025 |
| Raymond James Financial Services, Inc | Chippewa Falls | WI | 02/2020 | 07/2020 |
| Raymond James Financial Services, Inc | Chippewa Falls | WI | 07/2020 | Present |
| Raymond James Financial Services Advisors, Inc | Chippewa Falls | WI | 10/2020 | Present |
(1)Name of Business: Fries Financial Group Address: 11 E Central St, Chippewa Falls, WI, 54729, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 10/23/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (2)Name of Business: Pro-Form Properties, LLC Address: 911 Mooring Line Dr, Chippewa Falls, WI, 54729, United States Activity Type: Rental Real Estate Position/Title: Partner, Owner/Proprietor Investment Related: Yes Start Date: 10/23/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: This is a building that we utilize for our shop for Pro-Form Solutions. (3)Name of Business: Pro-Volt, LLC Address: 911 Mooring Line Dr, Chippewa, WI, 54729, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 07/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Electrical contractor division for Pro-Form Solutions.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-16 |
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