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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-05-25 |
| WI | RA | APPROVED | 2018-05-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Burlington | WI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Burlington | WI | 11/2016 | 05/2018 |
| Raymond James & Associates | Burlington | WI | 05/2018 | Present |
| Wiaa Referee | Burlington | WI | 05/2013 | Present |
(1)Name of Business: Burlington City Park Board Address: 2200 S. Pine Street, Burlington, WI, 53105, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Committee Member Investment Related: No Start Date: 04/01/2008 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: WE oversee the Burlington City Parks (2)Name of Business: CBrandt LLC Address: 116 N. Pine Street, Burlington, WI, 53105, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/25/2018 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: In charge of upkeep of building (3)Name of Business: Elite Investment Club Address: 345 Hickory Hollow Road, Waterford, WI, 53183, United States Activity Type: Other Position/Title: Other Investment Related: Yes Start Date: 03/15/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Will simply be a member of this Investment Club
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-21 |
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