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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 |
|---|---|---|---|---|
| Onward Financial Network | Fond Du Lac | WI | 12/2018 | 05/2023 |
| Industrial Graphics | Fredonia | WI | 06/2010 | 11/2018 |
| Securities America, Inc. | Fond Du Lac | WI | 05/2023 | 06/2024 |
| Securities America Advisors, Inc. | Fond Du Lac | WI | 10/2023 | 06/2024 |
| Osaic Wealth, Inc. | Fond Du Lac | WI | 06/2024 | 02/2026 |
| Raymond James Financial Services Advisors, Inc. | Fond Du Lac | WI | 02/2026 | Present |
| Raymond James Financial Services, Inc. | Fond Du Lac | WI | 02/2026 | Present |
(1)Name of Business: Onward Financial Network Address: 7 S main st, Fond du lac, WI, 54935, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/03/2018 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Wealth management advisor - Onward Financial Network
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
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