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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| MI | RA | APPROVED | 2025-11-05 |
| WI | RA | APPROVED | 2021-09-13 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James And Associates, Inc | Kalamazoo | MI | 07/2019 | Present |
| Advantage Plus Financing | Brookefield | WI | 10/2018 | 07/2019 |
| Management Research Service | Brookfield | WI | 08/2012 | 10/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-10 |
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