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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-12-09 |
| TX | RA | APPROVED_RES | 2025-12-02 |
| NV | RA | APPROVED | 2025-12-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated : | Greenbay | WI | 12/2008 | 01/2019 |
| Commonwealth Financial Network | Waltham | MA | 01/2019 | 11/2025 |
| Financial Consulting Services, Inc. | Green Bay | WI | 01/2019 | 11/2025 |
| Raymond James Financial Services, Inc. | Las Vegas | NV | 12/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Las Vegas | NV | 12/2025 | Present |
(1)Name of Business: Address: 115 E. Walnut St, Apt616, Green Bay, WI, 54301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 10/01/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own two residential houses that we rent on AirBNB & VRBO. Hired a company to do all of the work, but I occasionally have to hire a contractor or similar. (2)Name of Business: Dream Day Event Company, Inc. Address: 906 Hansen Rd, Green Bay, WI, 54304, United States Activity Type: Business Owner Position/Title: Officer - CEO Investment Related: No Start Date: 05/06/2005 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My wife owns 3 retail bridal stores that she manages. We own them jointly as a sub S corp. I simply help my wife with the finances of the business (ie. tax returns, etc.) (3)Name of Business: K-Squared, LLC Address: 115 E. Walnut St, Apt 616, Green Bay, WI, 54301, United States Activity Type: Rental Real Estate Position/Title: Partner Investment Related: Yes Start Date: 12/21/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We own two rental properties (house located at 604 Augusta St, Green Bay & commercial building located at 918 Main St, Oconto, WI) (4)Name of Business: Monroe Central, LLC Address: 225 S. Monroe AVe, Green Bay, WI, 54301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 12/30/2020 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Own a commercial building where our Financial Advisory business is located, along with 3 other tenants. I maintain the building, pay utilities, handle leases and tenant concerns, etc. (5)Name of Business: Tynicalsam, LLC Address: 115 E. Walnut St., Apt 616, Green Bay, WI, 54301, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 01/31/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: This LLC owns commercial rental real estate that me and my wife own located at:\nE426 County Rd SS, Luxemburg, WI. 54217\n906 Hansen Rd, Green Bay, WI. 54304\n410 N. Mall Dr, Appleton, WI. 54915\n1018 Ludington St., Escanaba, MI. 49829
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-17 |
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