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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-07-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | De Pere | WI | 01/2019 | 04/2023 |
| Unemployed | Appleton | WI | 06/2018 | 01/2019 |
| Humana | Louisville | KY | 01/2008 | 06/2018 |
| J.P. Morgan Securities Llc | Green Bay | WI | 06/2024 | 07/2026 |
| Jpmorgan Chase Bank (Wi) | Green Bay | WI | 06/2024 | 07/2026 |
| Strategic Financial Group/Sfg Vision | De Pere | WI | 04/2019 | 05/2023 |
| Unemployed | Green Bay | WI | 05/2023 | 05/2024 |
| Fire And Fir | Green Bay | WI | 08/2025 | 03/2026 |
| Raymond James Financial Services, Inc. | Green Bay | WI | 07/2026 | Present |
| Raymond James Financial Services Advisors, Inc. | Green Bay | WI | 07/2026 | Present |
| Holl Financial Services | Green Bay | WI | 07/2026 | Present |
(1) Name of Business: Holl Financial Services Address: 2945 Shawano Ave, Green Bay, WI, 54313, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 07/13/2026 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client relationship manager
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-13 |
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