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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Footbridge Companies, Llc | Andover | MA | 07/2019 | 12/2019 |
| Unemployed | Kaukauna | WI | 06/2019 | 07/2019 |
| Foth | Depere | WI | 09/2018 | 05/2019 |
| Azco | Appleton | WI | 02/2012 | 08/2018 |
| Thrivent Investment Management Inc | Appleton | WI | 09/2019 | 10/2024 |
| Thrivent Financial | Appleton | WI | 12/2019 | 10/2024 |
| Commonwealth Financial Network | Green Bay | WI | 10/2024 | 12/2025 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 12/2025 | Present |
(1)Name of Business: Financial Consulting Services Address: 225 S Monroe Ave Ste 200, Green Bay, WI, 54301-4046, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor, Associate/Employee Investment Related: No Start Date: 10/18/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: financial advisor - financial consulting services is our DBA name
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-03 |
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