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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-31 |
Branch Locations
600 N Barker Road, Brookfield, WI 53045-5982 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Green Bay | WI | 06/2019 | 09/2019 |
| Self Employed | Reedsville | WI | 11/2014 | 05/2019 |
| Raymond James Financial Services, Inc. | Manitowoc | WI | 09/2019 | 12/2024 |
| Raymond James Financial Services Advisors, Inc. | Manitowoc | WI | 09/2019 | 12/2024 |
| Macco Financial Group | Green Bay | WI | 09/2019 | 07/2021 |
| Gottshall Capital Partners | Manitowoc | WI | 09/2021 | 12/2024 |
| Fidelity Investments | Mequon | WI | 12/2024 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-30 |
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