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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-10 |
| WI | RA | APPROVED | 2023-03-02 |
Branch Locations
20800 Swenson Drive Suite 325, Waukesha, WI 53186 • United States
Delafield, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 08/2009 | Present |
| Raymond James & Associates, Inc. | Waukesha | WI | 03/2023 | Present |
(1)Name of Business: Brunch Address: Genesee Street, Delafield, WI, 53018, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 08/14/2023 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: My husband and I opened a Brunch Restaurant, location in Delafield. My husband, Bill, is be the primary person running the business. My name is on the ownership of the franchise/bank accounts/documents. I am not be directly involved with day to day business. We have an LLC set up for the restaurant. This is a privately held franchise, not publicly traded.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-03-30 |
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