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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-10-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Mequon | WI | 10/2024 | Present |
| West Bend Insurance Company | West Bend | WI | 01/2017 | 10/2024 |
| Lakeshore Chinooks | Grafton | WI | 05/2015 | 08/2017 |
| Concordia University - Wisconsin | Mequon | WI | 08/2010 | 12/2016 |
| Raymond James Financial Services Advisors, Inc | Mequon | WI | 10/2025 | Present |
(1) Name of Business: Gentian Financial, Inc. Address: 12740 N River Rd, Mequon, WI, 53092-2227, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/23/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Advisor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-26 |
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