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Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-16
WI RA APPROVED 2023-08-31
  • TX RA
    APPROVED_RES
    Since 2025-12-16
  • WI RA
    APPROVED
    Since 2023-08-31

Branch Locations

2345 East Mason Street, Green Bay, WI 54302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cape Financial Group Green Bay WI 08/2021 Present
Daoist Traditions College Of Chinese Medical Arts Asheville NC 07/2020 08/2021
Unemployed Asheville NC 02/2020 07/2020
Altres, Inc. Kahului HI 09/2018 02/2020
Heartpath Journeys Makawao HI 05/2018 09/2018
Western Carolina University Cullowhee NC 01/2016 08/2017
Canyon Kitchen At Lonesome Valley Cashiers NC 08/2017 05/2018
Western Carolina University Cullowhee NC 08/2017 05/2018
Western Carolina University Cullowhee NC 05/2015 05/2018
Raymond James Financial Services, Inc. Green Bay WI 08/2021 Present
Raymond James Financial Services Advisors, Inc. Green Bay WI 08/2023 Present
Cape Wealth Advisors Llc Green Bay WI 01/2025 Present
Lake Edge Wealth Advisors Llc Green Bay WI 01/2025 Present
  • 08/2021 → Present
    Cape Financial Group
    Green Bay, WI
  • 07/2020 → 08/2021
    Daoist Traditions College Of Chinese Medical Arts
    Asheville, NC
  • 02/2020 → 07/2020
    Unemployed
    Asheville, NC
  • 09/2018 → 02/2020
    Altres, Inc.
    Kahului, HI
  • 05/2018 → 09/2018
    Heartpath Journeys
    Makawao, HI
  • 01/2016 → 08/2017
    Western Carolina University
    Cullowhee, NC
  • 08/2017 → 05/2018
    Canyon Kitchen At Lonesome Valley
    Cashiers, NC
  • 08/2017 → 05/2018
    Western Carolina University
    Cullowhee, NC
  • 05/2015 → 05/2018
    Western Carolina University
    Cullowhee, NC
  • 08/2021 → Present
    Raymond James Financial Services, Inc.
    Green Bay, WI
  • 08/2023 → Present
    Green Bay, WI
  • 01/2025 → Present
    Cape Wealth Advisors Llc
    Green Bay, WI
  • 01/2025 → Present
    Lake Edge Wealth Advisors Llc
    Green Bay, WI
Other Businesses

(1)Name of Business: Cape Wealth Advisors LLC Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: I have a combined role as a service associate, and training to be in the advisor role. (2)Name of Business: Lake Edge Wealth Advisors LLC Address: 2345 E Mason St, Green Bay, WI, 54302-3764, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Service Associate and advisor trainee

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2023-08-28
Other Names
  • Lyndsey Anne Burton
  • Lyndsey A Doro

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