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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2021-06-30 |
Branch Locations
500 Elm Grove Rd Suite 108, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lake County Lutheran High School | Hartland | WI | 08/2013 | 05/2017 |
| University Of Wisconsin | Madison | WI | 08/2017 | 12/2020 |
| Fresh Madison Market | Madison | WI | 10/2018 | 11/2018 |
| Raymond James Financial Services, Inc. | Elm Grove | WI | 05/2019 | Present |
| Intelligent Investors Group, Llc | Elm Grove | WI | 05/2019 | Present |
| Raymond James Financial Services Advisors, Inc. | Elm Grove | WI | 06/2021 | Present |
(1)Name of Business: Intelligent Investors Group LLC Address: 500 Elm Grove Road, Elm Grove, WI, 53122, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Support Staff
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-16 |
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