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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Appleton | WI | 07/2018 | 08/2022 |
| Primerica Financial Services | Appleton | WI | 12/2017 | 08/2022 |
| Omro School District | Omro | WI | 09/2016 | 06/2019 |
| Wisconsin Air National Guard | Milwaukee | WI | 09/2011 | 03/2018 |
| St. Mary's Springs Academy | Fond Du Lac | WI | 08/2019 | 08/2022 |
| Client First Investment Management Llc | West Bend | WI | 08/2022 | 05/2023 |
| Cuso Financial Services, L.P. | Kimberly | WI | 06/2023 | 01/2025 |
| Capital Credit Union Wi | Kimberly | WI | 05/2023 | 01/2025 |
| Concorde Asset Management, Llc | Ann Arbor | MI | 02/2025 | 05/2025 |
| Concorde Investment Services, Llc | Ann Arbor | MI | 02/2025 | 05/2025 |
| The Silbernagel Group | Kewaskum | WI | 02/2025 | 05/2025 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 06/2025 | 02/2026 |
| Raymond James Financial Services, Inc. | Fond Du Lac | WI | 02/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Fond Du Lac | WI | 02/2026 | Present |
(1)Name of Business: Address: 25 E. Brooklyn St, Chilton, WI, 53014, United States Activity Type: Other Position/Title: Author Investment Related: No Start Date: 01/01/2019 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I write substack articles and have self published books (2)Name of Business: Onward Financial Network Address: 7 S Main St, Fond Du Lac, WI, 54935-4226, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 05/29/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Management Advisor (financial advisor) and Director of Wealth Management division.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-31 |
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