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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-02-16 |
Branch Locations
135 S 84Th Street Suite 135, Milwaukee, WI 53214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manchester Investments | Greendale | WI | 02/2022 | 12/2022 |
| Kerry Group | Beloit | WI | 06/2019 | 02/2022 |
| University Of Wisconsin-Whitewater | Whitewater | WI | 09/2015 | 05/2019 |
| Felhofer Cpa S.C. | Germantown | WI | 08/2013 | 04/2018 |
| Tds Telecommunications Llc | Madison | WI | 05/2018 | 08/2018 |
| Barthel Fruit Farm | Mequon | WI | 05/2011 | 07/2017 |
| Lpl Financial Llc | Greendale | WI | 02/2022 | 12/2022 |
| Alliance Wealth Management Milwaukee, Inc | Milwaukee | WI | 01/2022 | Present |
| Raymond James Financial Services, Inc. | Milwaukee | WI | 02/2023 | Present |
| Raymond James Financial Services Advisors, Inc | Milwaukee | WI | 02/2024 | Present |
(1)Name of Business: Alliance Wealth Management Milwaukee, Inc. Address: 135 S 84th St Ste 135, Milwaukee, WI, 53214-1477, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/17/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Provide a wide range of services and analysis to the clients and firm owner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-25 |
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