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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-25 |
| WI | RA | APPROVED | 2017-09-26 |
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 |
|---|---|---|---|---|
| Metlife Securities Inc. | Madison | WI | 07/2009 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Middleton | WI | 07/2016 | 09/2017 |
| Mml Investors Services, Llc | Middleton | WI | 03/2017 | 09/2017 |
| Raymond James Financial Services, Inc. | Madison | WI | 09/2017 | Present |
| Raymond James Financial Services Advisors Inc. | Madison | WI | 09/2017 | Present |
(1)Name of Business: Tactical Financial Group Address: 8040 Excelsior Dr Ste 301, Madison, WI, 53717, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/11/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Meet with clients, service clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2009-08-07 |
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