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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-05 |
| WI | RA | APPROVED | 2025-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc. | Charlotte | NC | 07/2022 | 01/2025 |
| Encadria Staffing Solutions | Green Bay | WI | 01/2022 | 06/2022 |
| Taverne In The Sky Lodge Kohler | Green Bay | WI | 02/2022 | 06/2022 |
| Red Lobster | Ashwaubenon | WI | 01/2022 | 01/2022 |
| Woodmans | La Crosse | WI | 10/2021 | 12/2021 |
| University Of Wisconsin - La-Crosse | La Crosse | WI | 09/2019 | 12/2021 |
| American Foods Group | Green Bay | WI | 05/2021 | 09/2021 |
| The Crow | La Crosse | WI | 10/2020 | 01/2021 |
| Target | Green Bay | WI | 04/2020 | 06/2020 |
| Red Lobster | La Crosse | WI | 01/2020 | 03/2020 |
| Encadria Staffing Solutions | Green Bay | WI | 06/2019 | 08/2019 |
| Red Lobster | Ashwaubenon | WI | 06/2017 | 08/2019 |
| Dairy Queen | Pulaski | WI | 06/2016 | 06/2017 |
| Bank Of America, N.A. | Saint Petersburg | FL | 11/2022 | 01/2025 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 07/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 07/2025 | Present |
| St. Norbert College | De Pere | WI | 08/2018 | 05/2019 |
| Pulaski High School | Pulaski | WI | 09/2015 | 05/2018 |
| Unemployed | Pulaski | WI | 01/2025 | 07/2025 |
(1) Name of Business: ZK Financial Group LLC Address: 1277 W Mason St, Green Bay, WI, 54303-2047, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Buy and sell securities. Help Heather and Richard with client inquiries and further onboard new clients for my book of business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-04 |
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